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 | $1,353,934 | $369,484+266.4% | $303,047+346.8% | $357,791+278.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 23.69% | 0.42%+23.3pp | 2.47%+21.2pp | 396.79%-373.1pp |
| Employer contribution / active EE | $21,293 | $9,025+135.9% | $7,418+187.1% | $7,508+183.6% |
| Participant deferral / active EE | $11,932 | $5,439+119.4% | $5,070+135.4% | $5,521+116.1% |
| Admin fee / account holder | $17,277 | $49,137-64.8% | $39,333-56.1% | $28,387-39.1% |