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 | $1,122,706 | $91,190+1131.2% | $178,490+529.0% | $79,858+1305.9% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 14.66% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $39,505 | $3,256+1113.4% | $5,011+688.4% | $2,471+1498.9% |
| Participant deferral / active EE | $9,514 | $3,236+194.0% | $5,202+82.9% | $3,740+154.4% |
| Admin fee / account holder | $179,709 | $6,751+2562.0% | $13,984+1185.1% | $5,306+3286.7% |