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 | $1,106,574 | $148,978+642.8% | $200,582+451.7% | $84,808+1204.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.34% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $39,172 | $4,815+713.5% | $6,419+510.3% | $2,631+1388.9% |
| Participant deferral / active EE | $24,407 | $7,142+241.7% | $9,331+161.6% | $4,212+479.5% |
| Admin fee / account holder | $46,741 | $13,977+234.4% | $16,305+186.7% | $7,344+536.5% |