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 | $1,206,878 | $124,185+871.8% | $108,410+1013.3% | $167,490+620.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.97% | 1379.64%-1364.7pp | 905.27%-890.3pp | 478.56%-463.6pp |
| Employer contribution / active EE | $20,972 | $4,187+400.9% | $3,558+489.4% | $4,837+333.5% |
| Participant deferral / active EE | $14,300 | $6,908+107.0% | $6,563+117.9% | $6,341+125.5% |
| Admin fee / account holder | $11,122 | $9,455+17.6% | $7,295+52.5% | $12,309-9.6% |