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 | $484,299 | $157,256+208.0% | $141,162+243.1% | $152,861+216.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 18.27% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,539 | $5,261-51.7% | $4,735-46.4% | $4,762-46.7% |
| Participant deferral / active EE | $6,221 | $7,109-12.5% | $6,709-7.3% | $5,850+6.3% |
| Admin fee / account holder | $89,420 | $12,120+637.8% | $10,261+771.4% | $11,596+671.1% |