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 5-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 | $1,491,393 | $159,901+832.7% | $146,958+914.8% | $145,922+922.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $23,000 | $5,286+335.1% | $4,933+366.3% | $4,660+393.6% |
| Participant deferral / active EE | $22,075 | $8,428+161.9% | $8,070+173.5% | $6,688+230.1% |
| Admin fee / account holder | $19,318 | $15,044+28.4% | $12,998+48.6% | $13,397+44.2% |