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 | $1,240,748 | $127,065+876.5% | $113,168+996.4% | $142,382+771.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.13% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,404 | $3,442+27.9% | $2,975+48.0% | $4,299+2.4% |
| Participant deferral / active EE | $16,722 | $5,716+192.5% | $5,107+227.4% | $6,507+157.0% |
| Admin fee / account holder | $18,212 | $15,736+15.7% | $12,068+50.9% | $12,624+44.3% |