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 | $1,043,263 | $209,411+398.2% | $178,490+484.5% | $158,922+556.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.46% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $29,413 | $5,706+415.4% | $5,011+487.0% | $4,761+517.8% |
| Participant deferral / active EE | $24,588 | $5,954+312.9% | $5,202+372.7% | $5,982+311.0% |
| Admin fee / account holder | $26,579 | $17,074+55.7% | $13,984+90.1% | $11,246+136.3% |