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 | $2,401,928 | $217,402+1004.8% | $185,823+1192.6% | $167,490+1334.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.61% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $37,167 | $5,873+532.8% | $5,167+619.3% | $4,837+668.3% |
| Participant deferral / active EE | $21,950 | $6,356+245.3% | $5,568+294.2% | $6,341+246.1% |
| Admin fee / account holder | $10,401 | $19,811-47.5% | $16,237-35.9% | $12,309-15.5% |