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 | $1,046,358 | $202,318+417.2% | $172,739+505.7% | $152,861+584.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 21.67% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $11,566 | $5,856+97.5% | $5,143+124.9% | $4,762+142.9% |
| Participant deferral / active EE | $17,250 | $5,948+190.0% | $5,198+231.9% | $5,850+194.9% |
| Admin fee / account holder | $109,314 | $17,109+538.9% | $13,954+683.4% | $11,596+842.7% |