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 8-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 | $1,618,138 | $157,256+929.0% | $141,162+1046.3% | $152,861+958.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.66% | 64.32%-45.7pp | 71.39%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $13,188 | $5,261+150.7% | $4,735+178.5% | $4,762+176.9% |
| Participant deferral / active EE | $6,750 | $7,109-5.1% | $6,709+0.6% | $5,850+15.4% |
| Admin fee / account holder | $45,568 | $12,120+276.0% | $10,261+344.1% | $11,596+292.9% |