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 | $1,083,915 | $80,717+1242.9% | $154,803+600.2% | $84,808+1178.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.78% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $48,076 | $2,761+1641.1% | $4,305+1016.6% | $2,631+1727.3% |
| Participant deferral / active EE | $23,723 | $3,303+618.2% | $5,540+328.2% | $4,212+463.3% |
| Admin fee / account holder | $29,057 | $6,746+330.7% | $14,329+102.8% | $7,344+295.7% |