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 | $1,873,996 | $185,822+908.5% | $169,993+1002.4% | $139,434+1244.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.59% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,970 | $7,590-34.5% | $6,785-26.8% | $4,751+4.6% |
| Participant deferral / active EE | $14,208 | $11,622+22.2% | $10,408+36.5% | $6,710+111.7% |
| Admin fee / account holder | $32,760 | $15,381+113.0% | $12,815+155.6% | $11,403+187.3% |