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 | $1,279,800 | $175,202+630.5% | $149,673+755.1% | $139,434+817.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.17% | 166.71%-152.5pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $58,101 | $5,474+961.4% | $4,818+1106.0% | $4,751+1123.0% |
| Participant deferral / active EE | $5,889 | $6,519-9.7% | $5,680+3.7% | $6,710-12.2% |
| Admin fee / account holder | $84,261 | $16,150+421.7% | $13,210+537.9% | $11,403+639.0% |