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 | $979,543 | $80,673+1114.2% | $101,326+866.7% | $84,808+1055.0% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 15.90% | 38.95%-23.1pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $15,178 | $2,698+462.6% | $3,665+314.1% | $2,631+476.9% |
| Participant deferral / active EE | $22,728 | $6,840+232.3% | $7,994+184.3% | $4,212+439.6% |
| Admin fee / account holder | $31,241 | $12,784+144.4% | $11,185+179.3% | $7,344+325.4% |