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 | $1,119,484 | $217,402+414.9% | $185,823+502.4% | $167,490+568.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.54% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $47,840 | $5,873+714.6% | $5,167+825.8% | $4,837+888.9% |
| Participant deferral / active EE | $25,745 | $6,356+305.0% | $5,568+362.4% | $6,341+306.0% |
| Admin fee / account holder | $27,852 | $19,811+40.6% | $16,237+71.5% | $12,309+126.3% |