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 | $1,519,166 | $159,901+850.1% | $146,958+933.7% | $145,922+941.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.14% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $12,030 | $5,286+127.6% | $4,933+143.9% | $4,660+158.2% |
| Participant deferral / active EE | $20,250 | $8,428+140.3% | $8,070+150.9% | $6,688+202.8% |
| Admin fee / account holder | $44,947 | $15,044+198.8% | $12,998+245.8% | $13,397+235.5% |