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 | $1,439,889 | $214,378+571.7% | $200,582+617.9% | $142,382+911.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.89% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $24,832 | $6,841+263.0% | $6,419+286.9% | $4,299+477.6% |
| Participant deferral / active EE | $31,000 | $9,865+214.3% | $9,331+232.2% | $6,507+376.4% |
| Admin fee / account holder | $324 | $17,692-98.2% | $16,305-98.0% | $12,624-97.4% |