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 | $1,493,166 | $183,519+713.6% | $155,509+860.2% | $145,922+923.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.85% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $35,824 | $5,313+574.3% | $4,672+666.7% | $4,660+668.8% |
| Participant deferral / active EE | $23,888 | $6,462+269.6% | $5,626+324.6% | $6,688+257.2% |
| Admin fee / account holder | $223,236 | $19,313+1055.9% | $15,912+1302.9% | $13,397+1566.3% |