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 | $1,023,429 | $238,490+329.1% | $180,183+468.0% | $142,382+618.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.91% | 33.56%-22.7pp | 27.86%-17.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $12,349 | $6,143+101.0% | $5,039+145.1% | $4,299+187.2% |
| Participant deferral / active EE | $16,474 | $7,996+106.0% | $6,822+141.5% | $6,507+153.2% |
| Admin fee / account holder | $29,105 | $28,866+0.8% | $19,975+45.7% | $12,624+130.6% |