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 | $1,028,921 | $159,602+544.7% | $150,045+585.7% | $142,382+622.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.29% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $16,107 | $4,961+224.7% | $4,693+243.2% | $4,299+274.7% |
| Participant deferral / active EE | $16,423 | $8,310+97.6% | $7,997+105.4% | $6,507+152.4% |
| Admin fee / account holder | $55,558 | $14,846+274.2% | $13,435+313.5% | $12,624+340.1% |