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 5-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 | $1,103,169 | $214,378+414.6% | $200,582+450.0% | $142,382+674.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.74% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $13,182 | $6,841+92.7% | $6,419+105.4% | $4,299+206.6% |
| Participant deferral / active EE | $9,979 | $9,865+1.2% | $9,331+6.9% | $6,507+53.4% |
| Admin fee / account holder | $8,266 | $17,692-53.3% | $16,305-49.3% | $12,624-34.5% |