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 | $1,184,344 | $80,717+1367.3% | $154,803+665.1% | $84,808+1296.5% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 19.29% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $11,607 | $2,761+320.3% | $4,305+169.6% | $2,631+341.2% |
| Participant deferral / active EE | $25,768 | $3,303+680.1% | $5,540+365.1% | $4,212+511.8% |
| Admin fee / account holder | $97,112 | $6,746+1339.6% | $14,329+577.7% | $7,344+1222.4% |