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 | $1,098,501 | $103,376+962.6% | $87,100+1161.2% | $152,861+618.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.05% | 28.10%0pp | 28.19%-0.1pp | 345.32%-317.3pp |
| Employer contribution / active EE | $25,960 | $3,220+706.1% | $2,521+929.6% | $4,762+445.1% |
| Participant deferral / active EE | $6,200 | $4,778+29.8% | $4,049+53.1% | $5,850+6.0% |
| Admin fee / account holder | $1,904 | $12,205-84.4% | $7,497-74.6% | $11,596-83.6% |