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 | $1,041,925 | $84,233+1137.0% | $170,442+511.3% | $70,131+1385.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.62% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $35,335 | $3,387+943.3% | $5,433+550.4% | $2,342+1408.5% |
| Participant deferral / active EE | $19,840 | $3,086+543.0% | $4,939+301.7% | $3,332+495.5% |
| Admin fee / account holder | $9,691 | $5,698+70.1% | $13,880-30.2% | $4,645+108.6% |