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 | $1,327,982 | $159,901+730.5% | $146,958+803.6% | $145,922+810.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.98% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $5,273 | $5,286-0.2% | $4,933+6.9% | $4,660+13.2% |
| Participant deferral / active EE | $15,000 | $8,428+78.0% | $8,070+85.9% | $6,688+124.3% |
| Admin fee / account holder | $27,959 | $15,044+85.8% | $12,998+115.1% | $13,397+108.7% |