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 | $1,093,829 | $91,190+1099.5% | $178,490+512.8% | $79,858+1269.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.16% | 24.19%-1.0pp | 151.07%-127.9pp | 31.71%-8.6pp |
| Employer contribution / active EE | $33,389 | $3,256+925.5% | $5,011+566.4% | $2,471+1251.3% |
| Participant deferral / active EE | $19,765 | $3,236+510.8% | $5,202+280.0% | $3,740+428.5% |
| Admin fee / account holder | $5,119 | $6,751-24.2% | $13,984-63.4% | $5,306-3.5% |