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 | $1,369,424 | $114,381+1097.2% | $107,525+1173.6% | $142,382+861.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.93% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $12,324 | $4,015+207.0% | $3,754+228.3% | $4,299+186.7% |
| Participant deferral / active EE | $20,007 | $5,564+259.6% | $5,116+291.1% | $6,507+207.5% |
| Admin fee / account holder | $456,988 | $9,860+4534.7% | $8,919+5023.9% | $12,624+3520.1% |