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 | $259,904 | $100,773+157.9% | $88,946+192.2% | $142,382+82.5% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 15.23% | 70.18%-54.9pp | 57.82%-42.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,341 | $2,918+48.8% | $2,555+69.9% | $4,299+1.0% |
| Participant deferral / active EE | $11,579 | $5,230+121.4% | $4,581+152.7% | $6,507+77.9% |
| Admin fee / account holder | $3,007 | $9,693-69.0% | $8,261-63.6% | $12,624-76.2% |