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 | $1,491,015 | $133,922+1013.3% | $116,228+1182.8% | $142,382+947.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.28% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,119 | $3,446+19.5% | $2,994+37.5% | $4,299-4.2% |
| Participant deferral / active EE | $6,096 | $5,672+7.5% | $4,953+23.1% | $6,507-6.3% |
| Admin fee / account holder | $86,119 | $14,945+476.2% | $11,989+618.3% | $12,624+582.2% |