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 | $1,020,980 | $80,717+1164.9% | $154,803+559.5% | $84,808+1103.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 15.09% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $32,902 | $2,761+1091.5% | $4,305+664.2% | $2,631+1150.6% |
| Participant deferral / active EE | $16,018 | $3,303+384.9% | $5,540+189.1% | $4,212+280.3% |
| Admin fee / account holder | $298,819 | $6,746+4329.8% | $14,329+1985.4% | $7,344+3969.0% |