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 8-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 | $973,126 | $77,899+1149.2% | $149,673+550.2% | $75,163+1194.7% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.6pp | 67.2%+23.1pp |
| Annual return | 22.24% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $31,005 | $3,137+888.2% | $4,818+543.6% | $2,670+1061.3% |
| Participant deferral / active EE | $19,726 | $3,411+478.3% | $5,680+247.3% | $4,125+378.2% |
| Admin fee / account holder | $64,749 | $5,956+987.1% | $13,210+390.2% | $5,651+1045.8% |