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 5-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 | $1,246,004 | $90,745+1273.1% | $130,231+856.8% | $75,163+1557.7% |
| Participation rate | 96.9% | 71.1%+25.9pp | 76.3%+20.6pp | 67.2%+29.7pp |
| Annual return | 16.82% | 34.45%-17.6pp | 38.77%-22.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $19,744 | $3,314+495.8% | $4,126+378.6% | $2,670+639.5% |
| Participant deferral / active EE | $9,545 | $5,362+78.0% | $6,799+40.4% | $4,125+131.4% |
| Admin fee / account holder | $13,204 | $6,331+108.6% | $6,020+119.3% | $5,651+133.7% |