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 | $1,171,523 | $179,726+551.8% | $156,263+649.7% | $142,382+722.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.73% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $14,536 | $5,069+186.8% | $4,333+235.5% | $4,299+238.1% |
| Participant deferral / active EE | $10,095 | $6,956+45.1% | $6,158+63.9% | $6,507+55.1% |
| Admin fee / account holder | $1,814 | $17,272-89.5% | $14,255-87.3% | $12,624-85.6% |