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 9-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 | $932,143 | $91,190+922.2% | $178,490+422.2% | $79,858+1067.3% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 17.07% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $48,603 | $3,256+1392.8% | $5,011+870.0% | $2,471+1867.1% |
| Participant deferral / active EE | $2,533 | $3,236-21.7% | $5,202-51.3% | $3,740-32.3% |
| Admin fee / account holder | $30,371 | $6,751+349.9% | $13,984+117.2% | $5,306+472.4% |