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 | $1,713,457 | $175,202+878.0% | $149,673+1044.8% | $139,434+1128.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.17% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $39,279 | $5,474+617.5% | $4,818+715.3% | $4,751+726.8% |
| Participant deferral / active EE | $3,750 | $6,519-42.5% | $5,680-34.0% | $6,710-44.1% |
| Admin fee / account holder | $50,068 | $16,150+210.0% | $13,210+279.0% | $11,403+339.1% |