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 | $284,988 | $114,381+149.2% | $107,525+165.0% | $142,382+100.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 14.67% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,851 | $4,015-53.9% | $3,754-50.7% | $4,299-56.9% |
| Participant deferral / active EE | $7,809 | $5,564+40.3% | $5,116+52.6% | $6,507+20.0% |
| Admin fee / account holder | $10,465 | $9,860+6.1% | $8,919+17.3% | $12,624-17.1% |