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 | $1,539,604 | $159,602+864.6% | $150,045+926.1% | $142,382+981.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.69% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,460 | $4,961-50.4% | $4,693-47.6% | $4,299-42.8% |
| Participant deferral / active EE | $22,333 | $8,310+168.7% | $7,997+179.3% | $6,507+243.2% |
| Admin fee / account holder | $4,378 | $14,846-70.5% | $13,435-67.4% | $12,624-65.3% |