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 | $1,823,399 | $177,572+926.9% | $154,803+1077.9% | $142,382+1180.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.21% | 65.07%-33.9pp | 58.88%-27.7pp | 217.08%-185.9pp |
| Employer contribution / active EE | $8,463 | $4,810+75.9% | $4,305+96.6% | $4,299+96.9% |
| Participant deferral / active EE | $6,422 | $6,272+2.4% | $5,540+15.9% | $6,507-1.3% |
| Admin fee / account holder | $4,769 | $16,786-71.6% | $14,329-66.7% | $12,624-62.2% |