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 | $1,432,668 | $137,414+942.6% | $189,513+656.0% | $85,850+1568.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.23% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $36,510 | $4,344+740.4% | $6,162+492.5% | $2,565+1323.3% |
| Participant deferral / active EE | $18,297 | $6,260+192.3% | $8,221+122.6% | $3,952+363.0% |
| Admin fee / account holder | $33,047 | $8,630+282.9% | $12,045+174.4% | $6,260+427.9% |