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 6-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 | $1,105,615 | $165,335+568.7% | $149,696+638.6% | $158,922+595.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.34% | 348.15%-317.8pp | 276.60%-246.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $23,250 | $5,103+355.6% | $4,644+400.6% | $4,761+388.3% |
| Participant deferral / active EE | $22,750 | $7,181+216.8% | $6,842+232.5% | $5,982+280.3% |
| Admin fee / account holder | $680 | $10,807-93.7% | $9,309-92.7% | $11,246-94.0% |