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 | $1,545,596 | $201,272+667.9% | $184,203+739.1% | $145,922+959.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.27% | 29.00%+2.3pp | 28.81%+2.5pp | 561.29%-530.0pp |
| Employer contribution / active EE | $53,938 | $7,022+668.2% | $6,427+739.2% | $4,660+1057.6% |
| Participant deferral / active EE | $27,063 | $9,806+176.0% | $9,131+196.4% | $6,688+304.7% |
| Admin fee / account holder | $39,645 | $16,364+142.3% | $13,901+185.2% | $13,397+195.9% |