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 | $962,584 | $81,248+1084.7% | $155,509+519.0% | $80,856+1090.5% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 11.47% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $32,532 | $3,100+949.3% | $4,672+596.2% | $2,755+1080.9% |
| Participant deferral / active EE | $9,867 | $3,452+185.9% | $5,626+75.4% | $4,296+129.7% |
| Admin fee / account holder | $206,483 | $7,997+2481.9% | $15,912+1197.7% | $6,918+2884.7% |