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 | $1,385,391 | $210,648+557.7% | $177,989+678.4% | $145,922+849.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.32% | 385.86%-376.5pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $40,411 | $4,565+785.3% | $3,949+923.4% | $4,660+767.3% |
| Participant deferral / active EE | $2,281 | $6,958-67.2% | $6,276-63.7% | $6,688-65.9% |
| Admin fee / account holder | $58,884 | $12,013+390.2% | $10,363+468.2% | $13,397+339.5% |