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 | $1,016,577 | $183,519+453.9% | $155,509+553.7% | $145,922+596.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.51% | 61.17%-34.7pp | 64.67%-38.2pp | 561.29%-534.8pp |
| Employer contribution / active EE | $16,826 | $5,313+216.7% | $4,672+260.1% | $4,660+261.1% |
| Participant deferral / active EE | $12,541 | $6,462+94.1% | $5,626+122.9% | $6,688+87.5% |
| Admin fee / account holder | $1,759 | $19,313-90.9% | $15,912-88.9% | $13,397-86.9% |