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 | $330,840 | $100,773+228.3% | $88,946+272.0% | $142,382+132.4% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 12.30% | 70.18%-57.9pp | 57.82%-45.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,070 | $2,918-63.3% | $2,555-58.1% | $4,299-75.1% |
| Participant deferral / active EE | $2,822 | $5,230-46.0% | $4,581-38.4% | $6,507-56.6% |
| Admin fee / account holder | $18,998 | $9,693+96.0% | $8,261+130.0% | $12,624+50.5% |