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 | $1,248,948 | $201,272+520.5% | $184,203+578.0% | $145,922+755.9% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 18.94% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $31,319 | $7,022+346.0% | $6,427+387.3% | $4,660+572.1% |
| Participant deferral / active EE | $9,647 | $9,806-1.6% | $9,131+5.6% | $6,688+44.2% |
| Admin fee / account holder | $1,068 | $16,364-93.5% | $13,901-92.3% | $13,397-92.0% |