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 | $1,144,377 | $111,754+924.0% | $103,333+1007.5% | $145,922+684.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.55% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $36,084 | $4,212+756.6% | $3,868+832.9% | $4,660+674.4% |
| Participant deferral / active EE | $20,814 | $5,619+270.4% | $5,057+311.5% | $6,688+211.2% |
| Admin fee / account holder | $4,576 | $9,750-53.1% | $8,355-45.2% | $13,397-65.8% |