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 4-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 | $1,008,023 | $104,974+860.3% | $95,585+954.6% | $142,382+608.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.34% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $30,804 | $2,779+1008.6% | $2,527+1119.2% | $4,299+616.5% |
| Participant deferral / active EE | $22,017 | $4,352+405.9% | $4,023+447.3% | $6,507+238.3% |
| Admin fee / account holder | $2,684 | $6,386-58.0% | $6,127-56.2% | $12,624-78.7% |