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 | $1,089,707 | $203,436+435.7% | $152,466+614.7% | $167,490+550.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 15.06% | 13.80%+1.3pp | 757.33%-742.3pp | 478.56%-463.5pp |
| Employer contribution / active EE | $10,590 | $5,220+102.9% | $4,327+144.8% | $4,837+118.9% |
| Participant deferral / active EE | $22,215 | $6,716+230.8% | $5,820+281.7% | $6,341+250.3% |
| Admin fee / account holder | $113,807 | $22,506+405.7% | $15,805+620.1% | $12,309+824.6% |