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 | $1,062,373 | $85,202+1146.9% | $172,739+515.0% | $72,985+1355.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.27% | 27.32%-10.0pp | 802.84%-785.6pp | 81.00%-63.7pp |
| Employer contribution / active EE | $33,717 | $3,324+914.3% | $5,143+555.6% | $2,440+1281.9% |
| Participant deferral / active EE | $13,031 | $3,260+299.7% | $5,198+150.7% | $3,607+261.2% |
| Admin fee / account holder | $34,426 | $5,884+485.1% | $13,954+146.7% | $5,124+571.8% |