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 | $1,076,991 | $77,899+1282.5% | $149,673+619.6% | $75,163+1332.9% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 58.46% | 31.72%+26.7pp | 134.42%-76.0pp | 160.62%-102.2pp |
| Employer contribution / active EE | $22,463 | $3,137+616.0% | $4,818+366.3% | $2,670+741.4% |
| Participant deferral / active EE | $13,896 | $3,411+307.4% | $5,680+144.7% | $4,125+236.9% |
| Admin fee / account holder | $127,472 | $5,956+2040.1% | $13,210+865.0% | $5,651+2155.8% |