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 | $1,443,534 | $159,901+802.8% | $146,958+882.3% | $145,922+889.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.31% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $22,055 | $5,286+317.2% | $4,933+347.1% | $4,660+373.3% |
| Participant deferral / active EE | $15,431 | $8,428+83.1% | $8,070+91.2% | $6,688+130.7% |
| Admin fee / account holder | $14,515 | $15,044-3.5% | $12,998+11.7% | $13,397+8.3% |