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 | $475,848 | $165,984+186.7% | $164,813+188.7% | $145,922+226.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 15.45% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,709 | $5,273-48.6% | $4,341-37.6% | $4,660-41.9% |
| Participant deferral / active EE | $7,826 | $6,959+12.5% | $6,031+29.8% | $6,688+17.0% |
| Admin fee / account holder | $26,947 | $16,648+61.9% | $12,690+112.3% | $13,397+101.1% |