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 | $1,442,543 | $77,899+1751.8% | $149,673+863.8% | $75,163+1819.2% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 20.21% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $38,041 | $3,137+1112.5% | $4,818+689.6% | $2,670+1324.8% |
| Participant deferral / active EE | $24,530 | $3,411+619.2% | $5,680+331.9% | $4,125+494.7% |
| Admin fee / account holder | $35,793 | $5,956+500.9% | $13,210+171.0% | $5,651+533.4% |