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 | $1,080,883 | $96,635+1018.5% | $86,612+1148.0% | $139,434+675.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.56% | 106.41%-92.9pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $42,181 | $3,263+1192.7% | $3,022+1295.6% | $4,751+787.9% |
| Participant deferral / active EE | $8,847 | $4,836+82.9% | $4,438+99.4% | $6,710+31.8% |
| Admin fee / account holder | $16,690 | $6,408+160.5% | $5,614+197.3% | $11,403+46.4% |