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 | $1,141,015 | $159,901+613.6% | $146,958+676.4% | $145,922+681.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $18,364 | $5,286+247.4% | $4,933+272.3% | $4,660+294.1% |
| Participant deferral / active EE | $8,019 | $8,428-4.9% | $8,070-0.6% | $6,688+19.9% |
| Admin fee / account holder | $12,235 | $15,044-18.7% | $12,998-5.9% | $13,397-8.7% |