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 | $1,405,774 | $209,411+571.3% | $178,490+687.6% | $158,922+784.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.80% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $37,346 | $5,706+554.5% | $5,011+645.3% | $4,761+684.4% |
| Participant deferral / active EE | $22,719 | $5,954+281.6% | $5,202+336.8% | $5,982+279.8% |
| Admin fee / account holder | $140,395 | $17,074+722.3% | $13,984+904.0% | $11,246+1148.4% |