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 | $890,258 | $54,517+1533.0% | $75,972+1071.8% | $74,495+1095.1% |
| Participation rate | 98.1% | 60.3%+37.8pp | 69.1%+29.0pp | 67.2%+30.9pp |
| Annual return | 12.72% | 31.82%-19.1pp | 359.55%-346.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $25,004 | $1,777+1307.0% | $2,685+831.3% | $2,623+853.3% |
| Participant deferral / active EE | $11,859 | $3,066+286.8% | $4,255+178.7% | $4,346+172.9% |
| Admin fee / account holder | $6,083 | $2,229+173.0% | $6,467-5.9% | $1,942+213.3% |