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 | $1,580,890 | $176,056+797.9% | $159,436+891.6% | $167,490+843.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.95% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $17,772 | $5,297+235.5% | $4,829+268.0% | $4,837+267.4% |
| Participant deferral / active EE | $19,688 | $7,750+154.0% | $7,352+167.8% | $6,341+210.5% |
| Admin fee / account holder | $421,416 | $12,554+3256.8% | $10,799+3802.5% | $12,309+3323.6% |