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 | $1,211,306 | $102,317+1083.9% | $146,958+724.3% | $80,856+1398.1% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.33% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $17,499 | $3,713+371.3% | $4,933+254.7% | $2,755+535.2% |
| Participant deferral / active EE | $13,512 | $6,644+103.4% | $8,070+67.4% | $4,296+214.5% |
| Admin fee / account holder | $68,732 | $7,941+765.5% | $12,998+428.8% | $6,918+893.5% |