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 | $1,482,615 | $109,881+1249.3% | $150,045+888.1% | $84,808+1648.2% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 18.26% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $13,125 | $3,561+268.6% | $4,693+179.7% | $2,631+398.9% |
| Participant deferral / active EE | $14,627 | $6,636+120.4% | $7,997+82.9% | $4,212+247.3% |
| Admin fee / account holder | $14,635 | $8,568+70.8% | $13,435+8.9% | $7,344+99.3% |