See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,250 | $114,381+162.5% | $107,525+179.2% | $142,382+110.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 16.64% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,557 | $4,015+13.5% | $3,754+21.4% | $4,299+6.0% |
| Participant deferral / active EE | $8,229 | $5,564+47.9% | $5,116+60.9% | $6,507+26.5% |
| Admin fee / account holder | $49,119 | $9,860+398.2% | $8,919+450.7% | $12,624+289.1% |