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 | $1,093,808 | $127,065+760.8% | $113,168+866.5% | $142,382+668.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 11.96% | 24.03%-12.1pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,597 | $3,442-24.6% | $2,975-12.7% | $4,299-39.6% |
| Participant deferral / active EE | $14,056 | $5,716+145.9% | $5,107+175.2% | $6,507+116.0% |
| Admin fee / account holder | $936 | $15,736-94.1% | $12,068-92.2% | $12,624-92.6% |