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 | $1,031,960 | $209,411+392.8% | $178,490+478.2% | $158,922+549.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.30% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $43,250 | $5,706+657.9% | $5,011+763.2% | $4,761+808.4% |
| Participant deferral / active EE | $4,875 | $5,954-18.1% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $37,500 | $17,074+119.6% | $13,984+168.2% | $11,246+233.5% |