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 | $1,111,353 | $177,572+525.9% | $154,803+617.9% | $142,382+680.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 84.70% | 65.07%+19.6pp | 58.88%+25.8pp | 217.08%-132.4pp |
| Employer contribution / active EE | $32,243 | $4,810+570.3% | $4,305+648.9% | $4,299+650.0% |
| Participant deferral / active EE | $21,917 | $6,272+249.5% | $5,540+295.6% | $6,507+236.8% |
| Admin fee / account holder | $20,994 | $16,786+25.1% | $14,329+46.5% | $12,624+66.3% |