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 | $1,362,773 | $209,411+550.8% | $178,490+663.5% | $158,922+757.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.43% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $7,948 | $5,706+39.3% | $5,011+58.6% | $4,761+66.9% |
| Participant deferral / active EE | $5,598 | $5,954-6.0% | $5,202+7.6% | $5,982-6.4% |
| Admin fee / account holder | $28,122 | $17,074+64.7% | $13,984+101.1% | $11,246+150.1% |