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 | $1,792,999 | $209,411+756.2% | $178,490+904.5% | $158,922+1028.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.28% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $47,400 | $5,706+730.6% | $5,011+846.0% | $4,761+895.6% |
| Participant deferral / active EE | $9,000 | $5,954+51.2% | $5,202+73.0% | $5,982+50.4% |
| Admin fee / account holder | $8,567 | $17,074-49.8% | $13,984-38.7% | $11,246-23.8% |