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 | $1,058,009 | $175,202+503.9% | $149,673+606.9% | $139,434+658.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.12% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $17,410 | $5,474+218.0% | $4,818+261.4% | $4,751+266.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6,900 | $16,150-57.3% | $13,210-47.8% | $11,403-39.5% |