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 | $484,497 | $114,381+323.6% | $107,525+350.6% | $142,382+240.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 16.62% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,818 | $4,015+20.0% | $3,754+28.4% | $4,299+12.1% |
| Participant deferral / active EE | $10,589 | $5,564+90.3% | $5,116+107.0% | $6,507+62.7% |
| Admin fee / account holder | $1,771 | $9,860-82.0% | $8,919-80.1% | $12,624-86.0% |