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 | $1,253,657 | $159,901+684.0% | $146,958+753.1% | $145,922+759.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.92% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $47,079 | $5,286+790.6% | $4,933+854.4% | $4,660+910.4% |
| Participant deferral / active EE | $32,900 | $8,428+290.4% | $8,070+307.7% | $6,688+391.9% |
| Admin fee / account holder | $1,807,109 | $15,044+11912.3% | $12,998+13802.9% | $13,397+13388.9% |