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 | $1,046,680 | $158,398+560.8% | $126,539+727.2% | $142,382+635.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.50% | 593.76%-580.3pp | 425.95%-412.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $20,770 | $4,650+346.7% | $3,674+465.3% | $4,299+383.1% |
| Participant deferral / active EE | $20,975 | $4,767+340.0% | $4,083+413.8% | $6,507+222.3% |
| Admin fee / account holder | $512,501 | $6,918+7308.2% | $6,065+8350.8% | $12,624+3959.8% |