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 | $1,476,435 | $177,572+731.5% | $154,803+853.8% | $142,382+937.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.72% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $42,082 | $4,810+774.8% | $4,305+877.4% | $4,299+878.9% |
| Participant deferral / active EE | $26,214 | $6,272+318.0% | $5,540+373.1% | $6,507+302.8% |
| Admin fee / account holder | $63,972 | $16,786+281.1% | $14,329+346.4% | $12,624+406.8% |