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 | $972,876 | $81,248+1097.4% | $155,509+525.6% | $80,856+1103.2% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.42% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $25,865 | $3,100+734.3% | $4,672+453.6% | $2,755+838.9% |
| Participant deferral / active EE | $22,582 | $3,452+554.2% | $5,626+301.4% | $4,296+425.7% |
| Admin fee / account holder | $78,680 | $7,997+883.8% | $15,912+394.5% | $6,918+1037.3% |