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 | $1,341,129 | $183,519+630.8% | $155,509+762.4% | $145,922+819.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.67% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $39,480 | $5,313+643.1% | $4,672+745.0% | $4,660+747.3% |
| Participant deferral / active EE | $25,615 | $6,462+296.4% | $5,626+355.3% | $6,688+283.0% |
| Admin fee / account holder | $98,071 | $19,313+407.8% | $15,912+516.3% | $13,397+632.0% |