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 | $1,162,365 | $102,317+1036.0% | $146,958+691.0% | $80,856+1337.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.24% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $31,739 | $3,713+754.8% | $4,933+543.4% | $2,755+1052.1% |
| Participant deferral / active EE | $3,318 | $6,644-50.1% | $8,070-58.9% | $4,296-22.8% |
| Admin fee / account holder | $33,344 | $7,941+319.9% | $12,998+156.5% | $6,918+382.0% |