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 | $1,085,239 | $85,022+1176.4% | $70,515+1439.0% | $139,434+678.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.29% | 30.38%-16.1pp | 32.77%-18.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $23,333 | $3,909+496.9% | $2,973+684.7% | $4,751+391.1% |
| Participant deferral / active EE | $13,667 | $5,890+132.0% | $4,567+199.3% | $6,710+103.7% |
| Admin fee / account holder | $58,304 | $8,906+554.7% | $6,412+809.3% | $11,403+411.3% |