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 | $1,471,666 | $108,172+1260.5% | $77,482+1799.4% | $158,922+826.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.45% | 31.67%-17.2pp | 54.79%-40.3pp | 302.83%-288.4pp |
| Employer contribution / active EE | $53,900 | $1,325+3968.4% | $986+5364.2% | $4,761+1032.1% |
| Participant deferral / active EE | $9,600 | $2,456+290.8% | $1,861+415.8% | $5,982+60.5% |
| Admin fee / account holder | $16,700 | $3,708+350.4% | $2,858+484.4% | $11,246+48.5% |