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 | $1,003,645 | $160,055+527.1% | $140,016+616.8% | $135,375+641.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 17.96% | 911.38%-893.4pp | 651.12%-633.2pp | 519.73%-501.8pp |
| Employer contribution / active EE | $4,967 | $6,420-22.6% | $5,606-11.4% | $4,779+3.9% |
| Participant deferral / active EE | $8,500 | $7,642+11.2% | $6,927+22.7% | $5,609+51.5% |
| Admin fee / account holder | $15,017 | $13,328+12.7% | $10,705+40.3% | $10,827+38.7% |