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 | $843,014 | $56,053+1403.9% | $75,972+1009.6% | $80,856+942.6% |
| Participation rate | 88.0% | 62.0%+26.0pp | 69.1%+18.9pp | 67.6%+20.4pp |
| Annual return | 15.43% | 20.53%-5.1pp | 359.55%-344.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $30,736 | $1,874+1540.0% | $2,685+1044.8% | $2,755+1015.7% |
| Participant deferral / active EE | $16,069 | $3,052+426.6% | $4,255+277.6% | $4,296+274.1% |
| Admin fee / account holder | $145,869 | $5,234+2687.2% | $6,467+2155.7% | $6,918+2008.5% |