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 | $1,004,588 | $102,317+881.8% | $146,958+583.6% | $80,856+1142.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.45% | 134.76%-111.3pp | 418.34%-394.9pp | 35.59%-12.1pp |
| Employer contribution / active EE | $18,182 | $3,713+389.7% | $4,933+268.6% | $2,755+560.0% |
| Participant deferral / active EE | $17,077 | $6,644+157.0% | $8,070+111.6% | $4,296+297.5% |
| Admin fee / account holder | $18,750 | $7,941+136.1% | $12,998+44.2% | $6,918+171.0% |