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 | $1,342,903 | $176,056+662.8% | $159,436+742.3% | $167,490+701.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.51% | 331.75%-311.2pp | 263.57%-243.1pp | 478.56%-458.0pp |
| Employer contribution / active EE | $27,650 | $5,297+422.0% | $4,829+472.5% | $4,837+471.6% |
| Participant deferral / active EE | $22,750 | $7,750+193.5% | $7,352+209.4% | $6,341+258.8% |
| Admin fee / account holder | $11,385 | $12,554-9.3% | $10,799+5.4% | $12,309-7.5% |