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 | $1,069,166 | $70,756+1411.1% | $65,493+1532.5% | $142,382+650.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.92% | 1754.89%-1740.0pp | 982.45%-967.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $16,180 | $2,881+461.7% | $2,574+528.5% | $4,299+276.3% |
| Participant deferral / active EE | $14,690 | $4,637+216.8% | $3,961+270.9% | $6,507+125.7% |
| Admin fee / account holder | $1,090 | $6,559-83.4% | $5,028-78.3% | $12,624-91.4% |