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 | $1,161,008 | $150,187+673.0% | $120,354+864.7% | $145,922+695.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.56% | 154.07%-137.5pp | 107.15%-90.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,184 | $4,348-49.8% | $3,463-36.9% | $4,660-53.1% |
| Participant deferral / active EE | $10,400 | $6,173+68.5% | $4,991+108.4% | $6,688+55.5% |
| Admin fee / account holder | $10,559 | $12,207-13.5% | $9,423+12.1% | $13,397-21.2% |