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 | $1,477,007 | $91,190+1519.7% | $178,490+727.5% | $79,858+1749.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.01% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $36,356 | $3,256+1016.7% | $5,011+625.6% | $2,471+1371.4% |
| Participant deferral / active EE | $22,880 | $3,236+607.0% | $5,202+339.9% | $3,740+511.8% |
| Admin fee / account holder | $46,928 | $6,751+595.1% | $13,984+235.6% | $5,306+784.4% |