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 | $1,113,164 | $177,572+526.9% | $154,803+619.1% | $142,382+681.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.62% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $16,033 | $4,810+233.3% | $4,305+272.4% | $4,299+272.9% |
| Participant deferral / active EE | $24,500 | $6,272+290.7% | $5,540+342.2% | $6,507+276.5% |
| Admin fee / account holder | $10,602 | $16,786-36.8% | $14,329-26.0% | $12,624-16.0% |