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 | $1,387,160 | $112,096+1137.5% | $95,952+1345.7% | $158,922+772.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.73% | 171.09%-147.4pp | 91.61%-67.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $27,136 | $3,198+748.5% | $2,541+967.9% | $4,761+469.9% |
| Participant deferral / active EE | $6,500 | $4,784+35.9% | $4,167+56.0% | $5,982+8.7% |
| Admin fee / account holder | $1,758 | $10,130-82.7% | $6,795-74.1% | $11,246-84.4% |