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 | $326,007 | $111,754+191.7% | $103,333+215.5% | $145,922+123.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 62.24% | 24.77%+37.5pp | 24.88%+37.4pp | 561.29%-499.1pp |
| Employer contribution / active EE | $2,260 | $4,212-46.4% | $3,868-41.6% | $4,660-51.5% |
| Participant deferral / active EE | $8,182 | $5,619+45.6% | $5,057+61.8% | $6,688+22.3% |
| Admin fee / account holder | $1,865 | $9,750-80.9% | $8,355-77.7% | $13,397-86.1% |