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 | $931,162 | $81,248+1046.1% | $155,509+498.8% | $80,856+1051.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.18% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $33,776 | $3,100+989.5% | $4,672+622.9% | $2,755+1126.1% |
| Participant deferral / active EE | $20,218 | $3,452+485.8% | $5,626+259.4% | $4,296+370.7% |
| Admin fee / account holder | $2,442 | $7,997-69.5% | $15,912-84.7% | $6,918-64.7% |