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 | $1,566,365 | $81,248+1827.9% | $155,509+907.3% | $80,856+1837.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.89% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $40,922 | $3,100+1220.0% | $4,672+775.8% | $2,755+1385.5% |
| Participant deferral / active EE | $23,808 | $3,452+589.8% | $5,626+323.2% | $4,296+454.2% |
| Admin fee / account holder | $38,789 | $7,997+385.0% | $15,912+143.8% | $6,918+460.7% |