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 | $770,516 | $51,045+1409.5% | $70,515+992.7% | $71,457+978.3% |
| Participation rate | 98.1% | 59.4%+38.7pp | 68.3%+29.8pp | 67.9%+30.2pp |
| Annual return | 14.59% | 42.63%-28.0pp | 32.77%-18.2pp | 28.85%-14.3pp |
| Employer contribution / active EE | $25,355 | $1,790+1316.3% | $2,973+752.7% | $2,588+879.9% |
| Participant deferral / active EE | $11,000 | $3,026+263.5% | $4,567+140.9% | $4,289+156.5% |
| Admin fee / account holder | $46,252 | $1,994+2220.1% | $6,412+621.3% | $1,587+2813.9% |