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 | $1,112,797 | $755,339+47.3% | $379,746+193.0% | $158,922+600.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 11.98% | 53.41%-41.4pp | 34.90%-22.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $22,569 | $4,685+381.7% | $3,540+537.6% | $4,761+374.0% |
| Participant deferral / active EE | $8,221 | $7,938+3.6% | $6,024+36.5% | $5,982+37.4% |
| Admin fee / account holder | $110,044 | $14,482+659.9% | $7,927+1288.3% | $11,246+878.5% |