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 | $1,069,468 | $159,901+568.8% | $146,958+627.7% | $145,922+632.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.08% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $27,110 | $5,286+412.8% | $4,933+449.6% | $4,660+481.8% |
| Participant deferral / active EE | $17,650 | $8,428+109.4% | $8,070+118.7% | $6,688+163.9% |
| Admin fee / account holder | $3,835 | $15,044-74.5% | $12,998-70.5% | $13,397-71.4% |