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 | $1,012,788 | $55,415+1727.6% | $155,509+551.3% | $74,495+1259.5% |
| Participation rate | 82.5% | 61.9%+20.6pp | 78.2%+4.3pp | 67.2%+15.3pp |
| Annual return | 15.82% | 268.50%-252.7pp | 64.67%-48.8pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $25,671 | $2,267+1032.3% | $4,672+449.4% | $2,623+878.7% |
| Participant deferral / active EE | $14,556 | $2,836+413.3% | $5,626+158.7% | $4,346+235.0% |
| Admin fee / account holder | $25,767 | $1,738+1382.4% | $15,912+61.9% | $1,942+1227.0% |