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 | $1,263,563 | $159,901+690.2% | $146,958+759.8% | $145,922+765.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $40,675 | $5,286+669.5% | $4,933+724.6% | $4,660+772.9% |
| Participant deferral / active EE | $35,750 | $8,428+324.2% | $8,070+343.0% | $6,688+434.6% |
| Admin fee / account holder | $1,219,131 | $15,044+8003.9% | $12,998+9279.3% | $13,397+9000.0% |