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 | $463,458 | $159,602+190.4% | $150,045+208.9% | $142,382+225.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.92% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,000 | $4,961+0.8% | $4,693+6.5% | $4,299+16.3% |
| Participant deferral / active EE | $5,080 | $8,310-38.9% | $7,997-36.5% | $6,507-21.9% |
| Admin fee / account holder | $3,591 | $14,846-75.8% | $13,435-73.3% | $12,624-71.6% |