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 | $1,011,037 | $114,381+783.9% | $107,525+840.3% | $142,382+610.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.59% | 242.71%-217.1pp | 181.32%-155.7pp | 217.08%-191.5pp |
| Employer contribution / active EE | $34,880 | $4,015+768.8% | $3,754+829.3% | $4,299+711.3% |
| Participant deferral / active EE | $2,000 | $5,564-64.1% | $5,116-60.9% | $6,507-69.3% |
| Admin fee / account holder | $31,612 | $9,860+220.6% | $8,919+254.4% | $12,624+150.4% |