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 | $1,148,374 | $125,758+813.2% | $169,993+575.5% | $75,163+1427.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 36.07% | 27.20%+8.9pp | 53.37%-17.3pp | 160.62%-124.5pp |
| Employer contribution / active EE | $42,890 | $4,615+829.4% | $6,785+532.1% | $2,670+1506.5% |
| Participant deferral / active EE | $19,250 | $6,837+181.5% | $10,408+85.0% | $4,125+366.7% |
| Admin fee / account holder | $42,562 | $8,173+420.7% | $12,815+232.1% | $5,651+653.2% |