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 | $1,435,470 | $163,101+780.1% | $136,749+949.7% | $142,382+908.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.67% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,333 | $4,117+102.4% | $3,400+145.1% | $4,299+93.8% |
| Participant deferral / active EE | $9,708 | $5,585+73.8% | $4,692+106.9% | $6,507+49.2% |
| Admin fee / account holder | $5,189 | $14,318-63.8% | $11,386-54.4% | $12,624-58.9% |