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 | $1,369,614 | $165,335+728.4% | $149,696+814.9% | $158,922+761.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.20% | 348.15%-329.9pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,836 | $5,103-44.4% | $4,644-38.9% | $4,761-40.4% |
| Participant deferral / active EE | $11,109 | $7,181+54.7% | $6,842+62.4% | $5,982+85.7% |
| Admin fee / account holder | $13,341 | $10,807+23.5% | $9,309+43.3% | $11,246+18.6% |