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 | $342,392 | $126,574+170.5% | $106,213+222.4% | $145,922+134.6% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 11.05% | 224.79%-213.7pp | 116.14%-105.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,804 | $3,730-51.7% | $3,171-43.1% | $4,660-61.3% |
| Participant deferral / active EE | $4,465 | $5,724-22.0% | $5,016-11.0% | $6,688-33.2% |
| Admin fee / account holder | $9,874 | $17,304-42.9% | $11,033-10.5% | $13,397-26.3% |