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 | $1,045,670 | $214,378+387.8% | $200,582+421.3% | $142,382+634.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.49% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,093 | $6,841+18.3% | $6,419+26.1% | $4,299+88.2% |
| Participant deferral / active EE | $22,903 | $9,865+132.2% | $9,331+145.5% | $6,507+252.0% |
| Admin fee / account holder | $3,701 | $17,692-79.1% | $16,305-77.3% | $12,624-70.7% |