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 | $1,126,863 | $95,416+1081.0% | $185,823+506.4% | $85,850+1212.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.37% | 23.59%-9.2pp | 122.05%-107.7pp | 318.53%-304.2pp |
| Employer contribution / active EE | $36,267 | $3,314+994.5% | $5,167+601.9% | $2,565+1313.9% |
| Participant deferral / active EE | $16,431 | $3,423+380.0% | $5,568+195.1% | $3,952+315.8% |
| Admin fee / account holder | $4,964 | $7,213-31.2% | $16,237-69.4% | $6,260-20.7% |