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 | $327,407 | $117,841+177.8% | $102,423+219.7% | $145,922+124.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 13.07% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,860 | $3,615-20.9% | $3,023-5.4% | $4,660-38.6% |
| Participant deferral / active EE | $4,170 | $5,731-27.2% | $5,053-17.5% | $6,688-37.6% |
| Admin fee / account holder | $43,141 | $13,326+223.7% | $9,451+356.5% | $13,397+222.0% |