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 | $1,053,390 | $98,750+966.7% | $149,696+603.7% | $79,858+1219.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 25.74% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $17,818 | $3,216+454.0% | $4,644+283.7% | $2,471+621.1% |
| Participant deferral / active EE | $12,145 | $5,680+113.8% | $6,842+77.5% | $3,740+224.7% |
| Admin fee / account holder | $1,542 | $6,053-74.5% | $9,309-83.4% | $5,306-70.9% |