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 | $1,253,116 | $159,602+685.1% | $150,045+735.2% | $142,382+780.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.90% | 70.24%-57.3pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $8,506 | $4,961+71.5% | $4,693+81.2% | $4,299+97.9% |
| Participant deferral / active EE | $4,669 | $8,310-43.8% | $7,997-41.6% | $6,507-28.3% |
| Admin fee / account holder | $57,359 | $14,846+286.3% | $13,435+326.9% | $12,624+354.4% |