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 | $1,330,828 | $201,272+561.2% | $184,203+622.5% | $145,922+812.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.14% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $13,942 | $7,022+98.6% | $6,427+116.9% | $4,660+199.2% |
| Participant deferral / active EE | $13,087 | $9,806+33.5% | $9,131+43.3% | $6,688+95.7% |
| Admin fee / account holder | $6,088 | $16,364-62.8% | $13,901-56.2% | $13,397-54.6% |