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 | $2,195,724 | $214,378+924.2% | $200,582+994.7% | $142,382+1442.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.75% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $26,307 | $6,841+284.5% | $6,419+309.8% | $4,299+511.9% |
| Participant deferral / active EE | $20,716 | $9,865+110.0% | $9,331+122.0% | $6,507+218.3% |
| Admin fee / account holder | $2,293 | $17,692-87.0% | $16,305-85.9% | $12,624-81.8% |