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 | $1,092,239 | $137,414+694.9% | $189,513+476.3% | $85,850+1172.3% |
| Participation rate | 97.3% | 84.6%+12.7pp | 87.8%+9.5pp | 69.3%+28.0pp |
| Annual return | 16.68% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $19,182 | $4,344+341.5% | $6,162+211.3% | $2,565+647.8% |
| Participant deferral / active EE | $23,838 | $6,260+280.8% | $8,221+190.0% | $3,952+503.2% |
| Admin fee / account holder | $10,489 | $8,630+21.5% | $12,045-12.9% | $6,260+67.6% |