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 | $1,028,556 | $183,519+460.5% | $155,509+561.4% | $145,922+604.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.03% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,887 | $5,313-64.5% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $7,447 | $6,462+15.2% | $5,626+32.4% | $6,688+11.4% |
| Admin fee / account holder | $11,208 | $19,313-42.0% | $15,912-29.6% | $13,397-16.3% |