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 | $1,106,919 | $111,754+890.5% | $103,333+971.2% | $145,922+658.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $6,546 | $4,212+55.4% | $3,868+69.2% | $4,660+40.5% |
| Participant deferral / active EE | $16,848 | $5,619+199.9% | $5,057+233.1% | $6,688+151.9% |
| Admin fee / account holder | $84,433 | $9,750+766.0% | $8,355+910.6% | $13,397+530.2% |