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 | $438,360 | $114,381+283.2% | $107,525+307.7% | $142,382+207.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 17.70% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $14,134 | $4,015+252.1% | $3,754+276.6% | $4,299+228.8% |
| Participant deferral / active EE | $12,779 | $5,564+129.7% | $5,116+149.8% | $6,507+96.4% |
| Admin fee / account holder | $3,014 | $9,860-69.4% | $8,919-66.2% | $12,624-76.1% |