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 | $1,169,117 | $80,717+1348.4% | $154,803+655.2% | $84,808+1278.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 13.45% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $26,884 | $2,761+873.6% | $4,305+524.4% | $2,631+921.8% |
| Participant deferral / active EE | $26,183 | $3,303+692.7% | $5,540+372.6% | $4,212+521.7% |
| Admin fee / account holder | $166,586 | $6,746+2369.5% | $14,329+1062.6% | $7,344+2168.4% |