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 | $1,761,838 | $197,591+791.7% | $177,821+890.8% | $158,922+1008.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.26% | 58.76%-46.5pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $10,028 | $6,697+49.7% | $5,918+69.4% | $4,761+110.6% |
| Participant deferral / active EE | $9,940 | $8,405+18.3% | $7,714+28.9% | $5,982+66.2% |
| Admin fee / account holder | $5,486 | $15,399-64.4% | $12,427-55.9% | $11,246-51.2% |