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 | $1,129,958 | $183,519+515.7% | $155,509+626.6% | $145,922+674.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.25% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,874 | $5,313+10.6% | $4,672+25.7% | $4,660+26.1% |
| Participant deferral / active EE | $13,767 | $6,462+113.0% | $5,626+144.7% | $6,688+105.9% |
| Admin fee / account holder | $69,198 | $19,313+258.3% | $15,912+334.9% | $13,397+416.5% |