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 | $1,265,003 | $163,101+675.6% | $136,749+825.1% | $142,382+788.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.30% | 27.54%-11.2pp | 24.33%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $10,605 | $4,117+157.6% | $3,400+212.0% | $4,299+146.7% |
| Participant deferral / active EE | $15,954 | $5,585+185.7% | $4,692+240.0% | $6,507+145.2% |
| Admin fee / account holder | $20,979 | $14,318+46.5% | $11,386+84.3% | $12,624+66.2% |