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 | $846,116 | $72,400+1068.7% | $67,502+1153.5% | $145,922+479.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.94% | 7182.46%-7166.5pp | 3512.12%-3496.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,200 | $3,069-60.9% | $2,731-56.1% | $4,660-74.2% |
| Participant deferral / active EE | $16,500 | $4,783+245.0% | $4,000+312.5% | $6,688+146.7% |
| Admin fee / account holder | $520 | $5,539-90.6% | $3,998-87.0% | $13,397-96.1% |