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 | $1,057,168 | $133,922+689.4% | $116,228+809.6% | $142,382+642.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.09% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $13,591 | $3,446+294.5% | $2,994+353.9% | $4,299+216.1% |
| Participant deferral / active EE | $21,053 | $5,672+271.2% | $4,953+325.0% | $6,507+223.5% |
| Admin fee / account holder | $281,973 | $14,945+1786.8% | $11,989+2251.9% | $12,624+2133.7% |