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 | $1,080,838 | $159,602+577.2% | $150,045+620.3% | $142,382+659.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.96% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $18,877 | $4,961+280.5% | $4,693+302.2% | $4,299+339.1% |
| Participant deferral / active EE | $15,036 | $8,310+80.9% | $7,997+88.0% | $6,507+131.1% |
| Admin fee / account holder | $10,748 | $14,846-27.6% | $13,435-20.0% | $12,624-14.9% |