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 | $1,609,362 | $177,572+806.3% | $154,803+939.6% | $142,382+1030.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.42% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,241 | $4,810-32.6% | $4,305-24.7% | $4,299-24.6% |
| Participant deferral / active EE | $14,080 | $6,272+124.5% | $5,540+154.1% | $6,507+116.4% |
| Admin fee / account holder | $62,081 | $16,786+269.8% | $14,329+333.2% | $12,624+391.8% |