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 | $1,496,093 | $104,974+1325.2% | $95,585+1465.2% | $142,382+950.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.73% | 210.33%-195.6pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $540 | $2,779-80.6% | $2,527-78.6% | $4,299-87.4% |
| Participant deferral / active EE | $8,688 | $4,352+99.6% | $4,023+116.0% | $6,507+33.5% |
| Admin fee / account holder | $22,043 | $6,386+245.2% | $6,127+259.7% | $12,624+74.6% |