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 | $1,262,917 | $183,519+588.2% | $155,509+712.1% | $145,922+765.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 26.45% | 61.17%-34.7pp | 64.67%-38.2pp | 561.29%-534.8pp |
| Employer contribution / active EE | $12,190 | $5,313+129.4% | $4,672+160.9% | $4,660+161.6% |
| Participant deferral / active EE | $19,100 | $6,462+195.6% | $5,626+239.5% | $6,688+185.6% |
| Admin fee / account holder | $136,742 | $19,313+608.0% | $15,912+759.4% | $13,397+920.7% |