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 | $1,087,699 | $109,982+889.0% | $97,226+1018.7% | $145,922+645.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 12.44% | 242.90%-230.5pp | 75.13%-62.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,827 | $3,084+24.1% | $2,729+40.2% | $4,660-17.9% |
| Participant deferral / active EE | $9,437 | $4,676+101.8% | $4,264+121.3% | $6,688+41.1% |
| Admin fee / account holder | $46,703 | $6,221+650.8% | $5,654+726.1% | $13,397+248.6% |