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 | $1,345,189 | $197,825+580.0% | $155,790+763.5% | $125,391+972.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.32% | 86.74%-85.4pp | 71.54%-70.2pp | 282.22%-280.9pp |
| Employer contribution / active EE | $13,800 | $4,847+184.7% | $3,836+259.7% | $4,866+183.6% |
| Participant deferral / active EE | $9,200 | $5,630+63.4% | $4,797+91.8% | $5,352+71.9% |
| Admin fee / account holder | $22,840 | $9,545+139.3% | $7,478+205.4% | $9,540+139.4% |