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 | $1,286,448 | $80,717+1493.8% | $154,803+731.0% | $84,808+1416.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.03% | 37.96%-16.9pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $62,648 | $2,761+2168.8% | $4,305+1355.1% | $2,631+2281.2% |
| Participant deferral / active EE | $33,970 | $3,303+928.4% | $5,540+513.1% | $4,212+706.6% |
| Admin fee / account holder | $220,975 | $6,746+3175.8% | $14,329+1442.1% | $7,344+2909.0% |