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 | $1,369,461 | $209,411+554.0% | $178,490+667.2% | $158,922+761.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.68% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,863 | $5,706-67.4% | $5,011-62.8% | $4,761-60.9% |
| Participant deferral / active EE | $12,285 | $5,954+106.3% | $5,202+136.2% | $5,982+105.4% |
| Admin fee / account holder | $1,094,720 | $17,074+6311.5% | $13,984+7728.5% | $11,246+9634.6% |