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 | $1,106,036 | $183,519+502.7% | $155,509+611.2% | $145,922+658.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.63% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.7pp |
| Employer contribution / active EE | $23,140 | $5,313+335.6% | $4,672+395.3% | $4,660+396.6% |
| Participant deferral / active EE | $14,752 | $6,462+128.3% | $5,626+162.2% | $6,688+120.6% |
| Admin fee / account holder | $196,819 | $19,313+919.1% | $15,912+1136.9% | $13,397+1369.1% |