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 | $456,194 | $117,841+287.1% | $102,423+345.4% | $145,922+212.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.59% | 31.65%-11.1pp | 29.32%-8.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,811 | $3,615+5.4% | $3,023+26.0% | $4,660-18.2% |
| Participant deferral / active EE | $5,743 | $5,731+0.2% | $5,053+13.7% | $6,688-14.1% |
| Admin fee / account holder | $178,467 | $13,326+1239.2% | $9,451+1788.4% | $13,397+1232.1% |