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 | $1,136,534 | $95,266+1093.0% | $82,389+1279.5% | $142,382+698.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 21.70% | 25.74%-4.0pp | 28.67%-7.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $21,941 | $2,991+633.5% | $2,517+771.7% | $4,299+410.4% |
| Participant deferral / active EE | $15,276 | $4,809+217.7% | $4,155+267.7% | $6,507+134.8% |
| Admin fee / account holder | $7,902 | $8,563-7.7% | $7,231+9.3% | $12,624-37.4% |