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 | $1,163,080 | $177,572+555.0% | $154,803+651.3% | $142,382+716.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.99% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $10,567 | $4,810+119.7% | $4,305+145.4% | $4,299+145.8% |
| Participant deferral / active EE | $6,993 | $6,272+11.5% | $5,540+26.2% | $6,507+7.5% |
| Admin fee / account holder | $5,022 | $16,786-70.1% | $14,329-65.0% | $12,624-60.2% |