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 | $1,763,893 | $177,572+893.3% | $154,803+1039.4% | $142,382+1138.8% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 13.44% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $44,292 | $4,810+820.7% | $4,305+928.7% | $4,299+930.3% |
| Participant deferral / active EE | $24,639 | $6,272+292.9% | $5,540+344.7% | $6,507+278.6% |
| Admin fee / account holder | $19,497 | $16,786+16.2% | $14,329+36.1% | $12,624+54.4% |