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 | $983,485 | $81,248+1110.5% | $155,509+532.4% | $80,856+1116.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.51% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $49,864 | $3,100+1508.4% | $4,672+967.2% | $2,755+1710.0% |
| Participant deferral / active EE | $27,352 | $3,452+692.5% | $5,626+386.2% | $4,296+536.7% |
| Admin fee / account holder | $96,894 | $7,997+1111.6% | $15,912+508.9% | $6,918+1300.6% |