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 | $1,450,726 | $176,812+720.5% | $146,665+889.1% | $167,490+766.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 38.91% | 24.03%+14.9pp | 22.74%+16.2pp | 478.56%-439.6pp |
| Employer contribution / active EE | $4,500 | $5,160-12.8% | $4,136+8.8% | $4,837-7.0% |
| Participant deferral / active EE | $4,500 | $6,440-30.1% | $5,506-18.3% | $6,341-29.0% |
| Admin fee / account holder | $65,724 | $13,259+395.7% | $10,280+539.4% | $12,309+433.9% |