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 5-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 | $1,278,811 | $159,901+699.8% | $146,958+770.2% | $145,922+776.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.98% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $25,250 | $5,286+377.7% | $4,933+411.9% | $4,660+441.9% |
| Participant deferral / active EE | $17,200 | $8,428+104.1% | $8,070+113.1% | $6,688+157.2% |
| Admin fee / account holder | $10,000 | $15,044-33.5% | $12,998-23.1% | $13,397-25.4% |