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 | $1,374,214 | $185,822+639.5% | $169,993+708.4% | $139,434+885.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.89% | 60.50%-38.6pp | 53.37%-31.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $32,820 | $7,590+332.4% | $6,785+383.7% | $4,751+590.8% |
| Participant deferral / active EE | $17,973 | $11,622+54.6% | $10,408+72.7% | $6,710+167.8% |
| Admin fee / account holder | $6,190 | $15,381-59.8% | $12,815-51.7% | $11,403-45.7% |