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 | $1,269,534 | $159,901+694.0% | $146,958+763.9% | $145,922+770.0% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 12.93% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $15,198 | $5,286+187.5% | $4,933+208.1% | $4,660+226.2% |
| Participant deferral / active EE | $17,829 | $8,428+111.5% | $8,070+120.9% | $6,688+166.6% |
| Admin fee / account holder | $63,936 | $15,044+325.0% | $12,998+391.9% | $13,397+377.2% |