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 | $1,365,835 | $81,248+1581.1% | $155,509+778.3% | $80,856+1589.2% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 27.46% | 33.31%-5.9pp | 64.67%-37.2pp | 35.59%-8.1pp |
| Employer contribution / active EE | $42,353 | $3,100+1266.1% | $4,672+806.4% | $2,755+1437.4% |
| Participant deferral / active EE | $25,299 | $3,452+633.0% | $5,626+349.7% | $4,296+488.9% |
| Admin fee / account holder | $108,857 | $7,997+1261.2% | $15,912+584.1% | $6,918+1473.5% |