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 | $396,348 | $117,983+235.9% | $101,794+289.4% | $142,382+178.4% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 12.57% | 36.92%-24.3pp | 30.53%-18.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,093 | $2,773+11.5% | $2,289+35.1% | $4,299-28.1% |
| Participant deferral / active EE | $10,309 | $4,714+118.7% | $4,084+152.4% | $6,507+58.4% |
| Admin fee / account holder | $91,937 | $10,433+781.2% | $8,777+947.5% | $12,624+628.3% |