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 | $1,018,826 | $117,983+763.5% | $101,794+900.9% | $142,382+615.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 13.97% | 36.92%-22.9pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $21,578 | $2,773+678.2% | $2,289+842.7% | $4,299+401.9% |
| Participant deferral / active EE | $3,333 | $4,714-29.3% | $4,084-18.4% | $6,507-48.8% |
| Admin fee / account holder | $10,728 | $10,433+2.8% | $8,777+22.2% | $12,624-15.0% |