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 | $1,131,772 | $181,894+522.2% | $156,549+623.0% | $273,961+313.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.25% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $15,686 | $6,248+151.1% | $5,501+185.1% | $4,869+222.2% |
| Participant deferral / active EE | $21,429 | $5,550+286.1% | $4,871+339.9% | $5,287+305.3% |
| Admin fee / account holder | $43,373 | $15,559+178.8% | $13,027+232.9% | $10,132+328.1% |