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 | $1,406,704 | $126,574+1011.4% | $106,213+1224.4% | $145,922+864.0% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 36.42% | 224.79%-188.4pp | 116.14%-79.7pp | 561.29%-524.9pp |
| Employer contribution / active EE | $1,360 | $3,730-63.5% | $3,171-57.1% | $4,660-70.8% |
| Participant deferral / active EE | $2,343 | $5,724-59.1% | $5,016-53.3% | $6,688-65.0% |
| Admin fee / account holder | $49,907 | $17,304+188.4% | $11,033+352.3% | $13,397+272.5% |