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 9-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 | $1,060,159 | $209,411+406.3% | $178,490+494.0% | $158,922+567.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.27% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $18,750 | $5,706+228.6% | $5,011+274.2% | $4,761+293.8% |
| Participant deferral / active EE | $14,250 | $5,954+139.3% | $5,202+173.9% | $5,982+138.2% |
| Admin fee / account holder | $1,578 | $17,074-90.8% | $13,984-88.7% | $11,246-86.0% |