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 | $1,329,227 | $226,064+488.0% | $182,532+628.2% | $152,861+769.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.11% | 192.51%-178.4pp | 148.54%-134.4pp | 345.32%-331.2pp |
| Employer contribution / active EE | $5,000 | $4,978+0.4% | $4,076+22.7% | $4,762+5.0% |
| Participant deferral / active EE | $5,000 | $6,368-21.5% | $5,524-9.5% | $5,850-14.5% |
| Admin fee / account holder | $51,670 | $10,703+382.8% | $8,592+501.4% | $11,596+345.6% |