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 | $1,472,464 | $177,572+729.2% | $154,803+851.2% | $142,382+934.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.60% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $22,525 | $4,810+368.2% | $4,305+423.2% | $4,299+423.9% |
| Participant deferral / active EE | $17,100 | $6,272+172.7% | $5,540+208.6% | $6,507+162.8% |
| Admin fee / account holder | $14,875 | $16,786-11.4% | $14,329+3.8% | $12,624+17.8% |