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 | $1,001,015 | $117,841+749.5% | $102,423+877.3% | $145,922+586.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $14,873 | $3,615+311.5% | $3,023+391.9% | $4,660+219.2% |
| Participant deferral / active EE | $10,852 | $5,731+89.4% | $5,053+114.8% | $6,688+62.3% |
| Admin fee / account holder | $40,330 | $13,326+202.6% | $9,451+326.7% | $13,397+201.0% |