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 | $1,068,926 | $93,571+1042.4% | $135,903+686.5% | $75,163+1322.1% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.58% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $20,342 | $3,537+475.2% | $4,856+318.9% | $2,670+661.9% |
| Participant deferral / active EE | $14,554 | $6,404+127.3% | $7,758+87.6% | $4,125+252.8% |
| Admin fee / account holder | $38,256 | $6,975+448.4% | $10,762+255.5% | $5,651+577.0% |