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 | $1,095,287 | $293,860+272.7% | $237,244+361.7% | $357,791+206.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 14.46% | 4677.97%-4663.5pp | 4131.29%-4116.8pp | 396.79%-382.3pp |
| Employer contribution / active EE | $12,103 | $5,523+119.1% | $4,351+178.2% | $7,508+61.2% |
| Participant deferral / active EE | $16,666 | $4,397+279.0% | $4,056+310.9% | $5,521+201.9% |
| Admin fee / account holder | $107,135 | $21,223+404.8% | $18,030+494.2% | $28,387+277.4% |