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 | $1,578,278 | $105,998+1389.0% | $92,233+1611.2% | $147,584+969.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.88% | 50.05%-40.2pp | 176.28%-166.4pp | 578.55%-568.7pp |
| Employer contribution / active EE | $24,233 | $4,333+459.3% | $3,679+558.6% | $4,876+397.0% |
| Participant deferral / active EE | $11,657 | $4,478+160.3% | $3,897+199.1% | $5,439+114.3% |
| Admin fee / account holder | $66,887 | $6,332+956.3% | $5,194+1187.9% | $10,885+514.5% |