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 | $1,336,484 | $101,724+1213.8% | $164,813+710.9% | $80,856+1552.9% |
| Participation rate | 94.9% | 71.8%+23.0pp | 78.6%+16.3pp | 67.6%+27.2pp |
| Annual return | 21.23% | 16.72%+4.5pp | 69.93%-48.7pp | 35.59%-14.4pp |
| Employer contribution / active EE | $7,806 | $2,953+164.3% | $4,341+79.8% | $2,755+183.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $77,678 | $8,227+844.1% | $12,690+512.1% | $6,918+1022.8% |