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 | $1,135,378 | $154,117+636.7% | $129,995+773.4% | $139,434+714.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 32.48%-17.9pp | -137.18%+151.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $25,051 | $5,289+373.6% | $4,320+479.9% | $4,751+427.3% |
| Participant deferral / active EE | $7,367 | $6,710+9.8% | $5,820+26.6% | $6,710+9.8% |
| Admin fee / account holder | $15,854 | $14,007+13.2% | $10,614+49.4% | $11,403+39.0% |