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 | $1,469,060 | $177,572+727.3% | $154,803+849.0% | $142,382+931.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $49,697 | $4,810+933.1% | $4,305+1054.3% | $4,299+1056.0% |
| Participant deferral / active EE | $31,504 | $6,272+402.3% | $5,540+468.6% | $6,507+384.1% |
| Admin fee / account holder | $176,322 | $16,786+950.4% | $14,329+1130.5% | $12,624+1296.8% |