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 | $936,666 | $81,248+1052.8% | $155,509+502.3% | $80,856+1058.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 28.39% | 33.31%-4.9pp | 64.67%-36.3pp | 35.59%-7.2pp |
| Employer contribution / active EE | $43,301 | $3,100+1296.7% | $4,672+826.7% | $2,755+1471.8% |
| Participant deferral / active EE | $23,359 | $3,452+576.8% | $5,626+315.2% | $4,296+443.8% |
| Admin fee / account holder | $53,798 | $7,997+572.7% | $15,912+238.1% | $6,918+677.7% |