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 | $1,320,750 | $177,572+643.8% | $154,803+753.2% | $142,382+827.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.80% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $16,663 | $4,810+246.4% | $4,305+287.0% | $4,299+287.6% |
| Participant deferral / active EE | $10,354 | $6,272+65.1% | $5,540+86.9% | $6,507+59.1% |
| Admin fee / account holder | $7,774 | $16,786-53.7% | $14,329-45.7% | $12,624-38.4% |