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 | $1,619,313 | $163,101+892.8% | $136,749+1084.1% | $142,382+1037.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.45% | 27.54%-16.1pp | 24.33%-12.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $18,841 | $4,117+357.7% | $3,400+454.2% | $4,299+338.2% |
| Participant deferral / active EE | $31,000 | $5,585+455.1% | $4,692+560.7% | $6,507+376.4% |
| Admin fee / account holder | $8,822 | $14,318-38.4% | $11,386-22.5% | $12,624-30.1% |