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 | $1,579,750 | $177,572+789.6% | $154,803+920.5% | $142,382+1009.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.18% | 65.07%-37.9pp | 58.88%-31.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $6,951 | $4,810+44.5% | $4,305+61.4% | $4,299+61.7% |
| Participant deferral / active EE | $23,900 | $6,272+281.1% | $5,540+331.4% | $6,507+267.3% |
| Admin fee / account holder | $90,410 | $16,786+438.6% | $14,329+531.0% | $12,624+616.2% |