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 5-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 | $1,715,551 | $210,648+714.4% | $177,989+863.9% | $145,922+1075.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.24% | 385.86%-364.6pp | 294.48%-273.2pp | 561.29%-540.0pp |
| Employer contribution / active EE | $11,177 | $4,565+144.9% | $3,949+183.1% | $4,660+139.9% |
| Participant deferral / active EE | $15,966 | $6,958+129.5% | $6,276+154.4% | $6,688+138.7% |
| Admin fee / account holder | $3,422 | $12,013-71.5% | $10,363-67.0% | $13,397-74.5% |