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 | $960,171 | $80,717+1089.6% | $154,803+520.3% | $84,808+1032.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.81% | 37.96%-19.1pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $37,031 | $2,761+1241.1% | $4,305+760.1% | $2,631+1307.5% |
| Participant deferral / active EE | $22,088 | $3,303+568.7% | $5,540+298.7% | $4,212+424.5% |
| Admin fee / account holder | $77,104 | $6,746+1043.0% | $14,329+438.1% | $7,344+949.9% |