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 | $1,040,663 | $86,929+1097.1% | $102,423+916.0% | $80,856+1187.0% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 39.24% | 18.88%+20.4pp | 29.32%+9.9pp | 35.59%+3.6pp |
| Employer contribution / active EE | $35,965 | $2,369+1417.9% | $3,023+1089.6% | $2,755+1205.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $56,244 | $8,049+598.8% | $9,451+495.1% | $6,918+713.0% |