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 | $1,003,016 | $169,032+493.4% | $129,207+676.3% | $145,922+587.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.22% | 14330.11%-14318.9pp | 9417.33%-9406.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $32,920 | $5,537+494.6% | $4,153+692.7% | $4,660+606.5% |
| Participant deferral / active EE | $21,555 | $4,987+332.2% | $4,168+417.2% | $6,688+222.3% |
| Admin fee / account holder | $5,550 | $9,954-44.2% | $7,715-28.1% | $13,397-58.6% |