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 | $1,188,164 | $177,572+569.1% | $154,803+667.5% | $142,382+734.5% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 20.36% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $37,888 | $4,810+687.6% | $4,305+780.0% | $4,299+781.3% |
| Participant deferral / active EE | $10,968 | $6,272+74.9% | $5,540+98.0% | $6,507+68.6% |
| Admin fee / account holder | $6,175 | $16,786-63.2% | $14,329-56.9% | $12,624-51.1% |