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 | $1,221,483 | $209,411+483.3% | $178,490+584.3% | $158,922+668.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.47% | 188.75%-154.3pp | 151.07%-116.6pp | 302.83%-268.4pp |
| Employer contribution / active EE | $37,123 | $5,706+550.6% | $5,011+640.9% | $4,761+679.7% |
| Participant deferral / active EE | $20,471 | $5,954+243.8% | $5,202+293.5% | $5,982+242.2% |
| Admin fee / account holder | $154,584 | $17,074+805.4% | $13,984+1005.5% | $11,246+1274.6% |