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 | $1,254,845 | $238,490+426.2% | $180,183+596.4% | $142,382+781.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.98% | 33.56%-21.6pp | 27.86%-15.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $14,000 | $6,143+127.9% | $5,039+177.8% | $4,299+225.6% |
| Participant deferral / active EE | $24,000 | $7,996+200.1% | $6,822+251.8% | $6,507+268.8% |
| Admin fee / account holder | $44,052 | $28,866+52.6% | $19,975+120.5% | $12,624+249.0% |