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 | $328,677 | $117,841+178.9% | $102,423+220.9% | $145,922+125.2% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 10.51% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,577 | $3,615-56.4% | $3,023-47.8% | $4,660-66.1% |
| Participant deferral / active EE | $10,381 | $5,731+81.1% | $5,053+105.4% | $6,688+55.2% |
| Admin fee / account holder | $4,935 | $13,326-63.0% | $9,451-47.8% | $13,397-63.2% |