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 | $1,162,615 | $159,901+627.1% | $146,958+691.1% | $145,922+696.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.12% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $15,621 | $5,286+195.5% | $4,933+216.7% | $4,660+235.2% |
| Participant deferral / active EE | $6,184 | $8,428-26.6% | $8,070-23.4% | $6,688-7.5% |
| Admin fee / account holder | $436,304 | $15,044+2800.2% | $12,998+3256.7% | $13,397+3156.7% |