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 | $958,008 | $81,248+1079.1% | $155,509+516.0% | $80,856+1084.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.69% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $34,333 | $3,100+1007.4% | $4,672+634.8% | $2,755+1146.3% |
| Participant deferral / active EE | $18,119 | $3,452+425.0% | $5,626+222.1% | $4,296+321.8% |
| Admin fee / account holder | $234,214 | $7,997+2828.7% | $15,912+1371.9% | $6,918+3285.6% |