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 | $643,966 | $49,173+1209.6% | $121,098+431.8% | $75,163+756.8% |
| Participation rate | 97.3% | 55.4%+41.9pp | 69.5%+27.8pp | 67.2%+30.1pp |
| Annual return | 16.02% | 55.99%-40.0pp | 985.75%-969.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $41,380 | $1,546+2577.3% | $4,164+893.8% | $2,670+1449.9% |
| Participant deferral / active EE | $12,222 | $2,628+365.2% | $4,080+199.6% | $4,125+196.3% |
| Admin fee / account holder | $71,574 | $3,942+1715.8% | $5,644+1168.0% | $5,651+1166.6% |