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 | $1,032,300 | $88,751+1063.1% | $81,812+1161.8% | $145,922+607.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 24.55% | 1025.40%-1000.9pp | 773.79%-749.2pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,185 | $3,083-61.6% | $2,912-59.3% | $4,660-74.6% |
| Participant deferral / active EE | $14,396 | $4,643+210.0% | $4,319+233.3% | $6,688+115.3% |
| Admin fee / account holder | $1,223 | $8,415-85.5% | $7,386-83.4% | $13,397-90.9% |