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 | $1,369,816 | $177,572+671.4% | $154,803+784.9% | $142,382+862.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.49% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,737 | $4,810+102.4% | $4,305+126.2% | $4,299+126.5% |
| Participant deferral / active EE | $15,500 | $6,272+147.1% | $5,540+179.8% | $6,507+138.2% |
| Admin fee / account holder | $46,134 | $16,786+174.8% | $14,329+222.0% | $12,624+265.5% |