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 | $424,204 | $176,812+139.9% | $146,665+189.2% | $167,490+153.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 14.33% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,069 | $5,160-59.9% | $4,136-50.0% | $4,837-57.2% |
| Participant deferral / active EE | $7,744 | $6,440+20.3% | $5,506+40.6% | $6,341+22.1% |
| Admin fee / account holder | $48,072 | $13,259+262.6% | $10,280+367.6% | $12,309+290.5% |