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 | $1,817,284 | $201,272+802.9% | $184,203+886.6% | $145,922+1145.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 44.50% | 29.00%+15.5pp | 28.81%+15.7pp | 561.29%-516.8pp |
| Employer contribution / active EE | $9,377 | $7,022+33.5% | $6,427+45.9% | $4,660+101.2% |
| Participant deferral / active EE | $8,298 | $9,806-15.4% | $9,131-9.1% | $6,688+24.1% |
| Admin fee / account holder | $361 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |