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 | $1,284,241 | $183,519+599.8% | $155,509+725.8% | $145,922+780.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $18,108 | $5,313+240.8% | $4,672+287.6% | $4,660+288.6% |
| Participant deferral / active EE | $2,833 | $6,462-56.2% | $5,626-49.7% | $6,688-57.6% |
| Admin fee / account holder | $5,868 | $19,313-69.6% | $15,912-63.1% | $13,397-56.2% |