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 | $1,015,628 | $102,317+892.6% | $146,958+591.1% | $80,856+1156.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.43% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $11,247 | $3,713+202.9% | $4,933+128.0% | $2,755+308.3% |
| Participant deferral / active EE | $13,733 | $6,644+106.7% | $8,070+70.2% | $4,296+219.7% |
| Admin fee / account holder | $23,017 | $7,941+189.8% | $12,998+77.1% | $6,918+232.7% |