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 | $1,641,666 | $133,922+1125.8% | $116,228+1312.5% | $142,382+1053.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 21.31% | 147.76%-126.5pp | 90.06%-68.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,496 | $3,446-56.6% | $2,994-50.0% | $4,299-65.2% |
| Participant deferral / active EE | $2,673 | $5,672-52.9% | $4,953-46.0% | $6,507-58.9% |
| Admin fee / account holder | $68,986 | $14,945+361.6% | $11,989+475.4% | $12,624+446.5% |