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 4-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 | $1,026,907 | $201,272+410.2% | $184,203+457.5% | $145,922+603.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.97% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $9,747 | $7,022+38.8% | $6,427+51.7% | $4,660+109.2% |
| Participant deferral / active EE | $37,133 | $9,806+278.7% | $9,131+306.7% | $6,688+455.2% |
| Admin fee / account holder | $645 | $16,364-96.1% | $13,901-95.4% | $13,397-95.2% |