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 | $260,816 | $70,669+269.1% | $169,368+54.0% | $75,163+247.0% |
| Participation rate | 91.5% | 64.8%+26.7pp | 77.1%+14.3pp | 67.2%+24.3pp |
| Annual return | 18.16% | 36.36%-18.2pp | 405.60%-387.4pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $18,223 | $4,311+322.8% | $6,221+192.9% | $4,125+341.8% |
| Admin fee / account holder | $22,556 | $5,402+317.5% | $9,003+150.5% | $5,651+299.2% |