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 | $292,321 | $114,381+155.6% | $107,525+171.9% | $142,382+105.3% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 16.79% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $13,751 | $4,015+242.5% | $3,754+266.3% | $4,299+219.9% |
| Participant deferral / active EE | $5,612 | $5,564+0.9% | $5,116+9.7% | $6,507-13.8% |
| Admin fee / account holder | $24,040 | $9,860+143.8% | $8,919+169.5% | $12,624+90.4% |