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 | $1,854,473 | $201,272+821.4% | $184,203+906.8% | $145,922+1170.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.85% | 29.00%-10.2pp | 28.81%-10.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $34,876 | $7,022+396.7% | $6,427+442.6% | $4,660+648.5% |
| Participant deferral / active EE | $23,578 | $9,806+140.5% | $9,131+158.2% | $6,688+252.6% |
| Admin fee / account holder | $37,846 | $16,364+131.3% | $13,901+172.3% | $13,397+182.5% |