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 | $1,406,464 | $159,602+781.2% | $150,045+837.4% | $142,382+887.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $28,363 | $4,961+471.8% | $4,693+504.4% | $4,299+559.7% |
| Participant deferral / active EE | $16,165 | $8,310+94.5% | $7,997+102.1% | $6,507+148.4% |
| Admin fee / account holder | $43,736 | $14,846+194.6% | $13,435+225.5% | $12,624+246.5% |