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 | $1,099,519 | $228,332+381.5% | $185,823+491.7% | $158,922+591.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.03% | 40.80%-28.8pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $44,453 | $4,967+795.0% | $4,087+987.6% | $4,761+833.7% |
| Participant deferral / active EE | $5,388 | $6,415-16.0% | $5,632-4.3% | $5,982-9.9% |
| Admin fee / account holder | $38,388 | $11,864+223.6% | $9,500+304.1% | $11,246+241.4% |