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 | $1,138,934 | $217,402+423.9% | $185,823+512.9% | $167,490+580.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.89% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $18,824 | $5,873+220.5% | $5,167+264.3% | $4,837+289.1% |
| Participant deferral / active EE | $8,478 | $6,356+33.4% | $5,568+52.3% | $6,341+33.7% |
| Admin fee / account holder | $6,604 | $19,811-66.7% | $16,237-59.3% | $12,309-46.4% |