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 | $1,033,341 | $53,516+1830.9% | $126,539+716.6% | $84,808+1118.5% |
| Participation rate | 96.1% | 58.2%+37.9pp | 69.8%+26.3pp | 68.3%+27.8pp |
| Annual return | 15.10% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $49,356 | $1,535+3115.9% | $3,674+1243.4% | $2,631+1775.9% |
| Participant deferral / active EE | $10,555 | $2,671+295.2% | $4,083+158.5% | $4,212+150.6% |
| Admin fee / account holder | $7,384 | $4,497+64.2% | $6,065+21.8% | $7,344+0.6% |