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 | $1,024,405 | $159,901+540.7% | $146,958+597.1% | $145,922+602.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $12,982 | $5,286+145.6% | $4,933+163.2% | $4,660+178.6% |
| Participant deferral / active EE | $13,971 | $8,428+65.8% | $8,070+73.1% | $6,688+108.9% |
| Admin fee / account holder | $6,008 | $15,044-60.1% | $12,998-53.8% | $13,397-55.2% |