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 | $1,480,855 | $226,064+555.1% | $182,532+711.3% | $152,861+868.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.87% | 192.51%-175.6pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $23,809 | $4,978+378.2% | $4,076+484.1% | $4,762+399.9% |
| Participant deferral / active EE | $5,164 | $6,368-18.9% | $5,524-6.5% | $5,850-11.7% |
| Admin fee / account holder | $211,204 | $10,703+1873.3% | $8,592+2358.1% | $11,596+1721.3% |