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 | $1,095,282 | $217,402+403.8% | $185,823+489.4% | $167,490+553.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.75% | 148.36%-126.6pp | 122.05%-100.3pp | 478.56%-456.8pp |
| Employer contribution / active EE | $33,925 | $5,873+477.6% | $5,167+556.5% | $4,837+601.3% |
| Participant deferral / active EE | $23,787 | $6,356+274.2% | $5,568+327.2% | $6,341+275.1% |
| Admin fee / account holder | $3,834 | $19,811-80.6% | $16,237-76.4% | $12,309-68.9% |