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 | $1,133,860 | $80,717+1304.7% | $154,803+632.5% | $84,808+1237.0% |
| Participation rate | 95.1% | 66.8%+28.3pp | 78.1%+17.0pp | 68.3%+26.8pp |
| Annual return | 16.02% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $30,214 | $2,761+994.2% | $4,305+601.8% | $2,631+1048.4% |
| Participant deferral / active EE | $4,602 | $3,303+39.3% | $5,540-16.9% | $4,212+9.3% |
| Admin fee / account holder | $9,817 | $6,746+45.5% | $14,329-31.5% | $7,344+33.7% |