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 | $949,468 | $49,915+1802.2% | $154,803+513.3% | $74,304+1177.8% |
| Participation rate | 98.0% | 54.0%+44.0pp | 78.1%+19.9pp | 60.3%+37.7pp |
| Annual return | 14.72% | 34.06%-19.3pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $40,667 | $1,611+2423.9% | $4,305+844.6% | $2,241+1714.5% |
| Participant deferral / active EE | $22,327 | $2,255+890.3% | $5,540+303.0% | $3,767+492.7% |
| Admin fee / account holder | $104,649 | $2,189+4680.7% | $14,329+630.3% | $2,969+3424.9% |