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 | $1,154,901 | $217,402+431.2% | $185,823+521.5% | $167,490+589.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.79% | 148.36%-129.6pp | 122.05%-103.3pp | 478.56%-459.8pp |
| Employer contribution / active EE | $25,144 | $5,873+328.1% | $5,167+386.6% | $4,837+419.8% |
| Participant deferral / active EE | $19,241 | $6,356+202.7% | $5,568+245.6% | $6,341+203.4% |
| Admin fee / account holder | $23,243 | $19,811+17.3% | $16,237+43.1% | $12,309+88.8% |