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 | $1,213,760 | $209,832+478.4% | $189,513+540.5% | $167,490+624.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.64% | 748.27%-722.6pp | 555.15%-529.5pp | 478.56%-452.9pp |
| Employer contribution / active EE | $7,546 | $6,914+9.1% | $6,162+22.5% | $4,837+56.0% |
| Participant deferral / active EE | $13,913 | $8,935+55.7% | $8,221+69.2% | $6,341+119.4% |
| Admin fee / account holder | $13,017 | $14,293-8.9% | $12,045+8.1% | $12,309+5.8% |