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 | $724,027 | $179,726+302.8% | $156,263+363.3% | $142,382+408.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 16.33% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,071 | $5,069-19.7% | $4,333-6.1% | $4,299-5.3% |
| Participant deferral / active EE | $9,673 | $6,956+39.1% | $6,158+57.1% | $6,507+48.7% |
| Admin fee / account holder | $217,702 | $17,272+1160.4% | $14,255+1427.2% | $12,624+1624.6% |