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 | $1,374,459 | $177,572+674.0% | $154,803+787.9% | $142,382+865.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.23% | 65.07%-40.8pp | 58.88%-34.7pp | 217.08%-192.8pp |
| Employer contribution / active EE | $5,000 | $4,810+3.9% | $4,305+16.1% | $4,299+16.3% |
| Participant deferral / active EE | $8,333 | $6,272+32.9% | $5,540+50.4% | $6,507+28.1% |
| Admin fee / account holder | $98,111 | $16,786+484.5% | $14,329+584.7% | $12,624+677.2% |