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 | $916,996 | $70,756+1196.0% | $65,493+1300.1% | $142,382+544.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.26% | 1754.89%-1737.6pp | 982.45%-965.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $19,576 | $2,881+579.6% | $2,574+660.5% | $4,299+355.4% |
| Participant deferral / active EE | $19,576 | $4,637+322.1% | $3,961+394.2% | $6,507+200.8% |
| Admin fee / account holder | $6,795 | $6,559+3.6% | $5,028+35.1% | $12,624-46.2% |