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 | $441,479 | $124,281+255.2% | $109,143+304.5% | $167,490+163.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.69% | 26.04%-10.3pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,107 | $4,207-2.4% | $3,722+10.3% | $4,837-15.1% |
| Participant deferral / active EE | $5,334 | $5,255+1.5% | $4,653+14.6% | $6,341-15.9% |
| Admin fee / account holder | $53,773 | $7,970+574.7% | $6,752+696.4% | $12,309+336.9% |