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 | $1,100,433 | $140,986+680.5% | $198,754+453.7% | $116,875+841.5% |
| Participation rate | 97.1% | 77.3%+19.9pp | 81.4%+15.7pp | 74.5%+22.6pp |
| Annual return | 33.44% | 18.14%+15.3pp | 4947.04%-4913.6pp | 16.29%+17.1pp |
| Employer contribution / active EE | $24,934 | $4,137+502.7% | $4,008+522.0% | $3,288+658.4% |
| Participant deferral / active EE | $0 | $3,620-100.0% | $4,138-100.0% | $3,885-100.0% |
| Admin fee / account holder | $1,281 | $11,748-89.1% | $12,082-89.4% | $12,263-89.6% |