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 | $1,443,982 | $100,773+1332.9% | $88,946+1523.4% | $142,382+914.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 63.29% | 70.18%-6.9pp | 57.82%+5.5pp | 217.08%-153.8pp |
| Employer contribution / active EE | $11,325 | $2,918+288.2% | $2,555+343.3% | $4,299+163.4% |
| Participant deferral / active EE | $26,995 | $5,230+416.1% | $4,581+489.2% | $6,507+314.9% |
| Admin fee / account holder | $29,812 | $9,693+207.6% | $8,261+260.9% | $12,624+136.2% |