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 | $402,781 | $154,117+161.3% | $129,995+209.8% | $139,434+188.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.33% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,000 | $5,289-5.5% | $4,320+15.8% | $4,751+5.2% |
| Participant deferral / active EE | $7,150 | $6,710+6.6% | $5,820+22.9% | $6,710+6.6% |
| Admin fee / account holder | $4,533 | $14,007-67.6% | $10,614-57.3% | $11,403-60.2% |