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 | $1,111,274 | $185,822+498.0% | $169,993+553.7% | $139,434+697.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.27% | 60.50%-31.2pp | 53.37%-24.1pp | 372.94%-343.7pp |
| Employer contribution / active EE | $4,776 | $7,590-37.1% | $6,785-29.6% | $4,751+0.5% |
| Participant deferral / active EE | $10,670 | $11,622-8.2% | $10,408+2.5% | $6,710+59.0% |
| Admin fee / account holder | $44,198 | $15,381+187.4% | $12,815+244.9% | $11,403+287.6% |