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 | $1,172,585 | $159,602+634.7% | $150,045+681.5% | $142,382+723.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.64% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,020 | $4,961-19.0% | $4,693-14.4% | $4,299-6.5% |
| Participant deferral / active EE | $4,932 | $8,310-40.7% | $7,997-38.3% | $6,507-24.2% |
| Admin fee / account holder | $27,404 | $14,846+84.6% | $13,435+104.0% | $12,624+117.1% |