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 | $1,199,660 | $228,332+425.4% | $185,823+545.6% | $158,922+654.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.45% | 40.80%-26.4pp | 35.95%-21.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $20,330 | $4,967+309.3% | $4,087+397.4% | $4,761+327.0% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $76,699 | $11,864+546.5% | $9,500+707.3% | $11,246+582.0% |