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 | $1,069,362 | $159,901+568.8% | $146,958+627.7% | $145,922+632.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $14,263 | $5,286+169.8% | $4,933+189.1% | $4,660+206.1% |
| Participant deferral / active EE | $15,250 | $8,428+80.9% | $8,070+89.0% | $6,688+128.0% |
| Admin fee / account holder | $28,402 | $15,044+88.8% | $12,998+118.5% | $13,397+112.0% |