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 | $1,166,682 | $148,978+683.1% | $200,582+481.6% | $84,808+1275.7% |
| Participation rate | 97.6% | 84.2%+13.4pp | 86.9%+10.7pp | 68.3%+29.3pp |
| Annual return | 15.68% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $22,727 | $4,815+372.0% | $6,419+254.1% | $2,631+763.8% |
| Participant deferral / active EE | $28,775 | $7,142+302.9% | $9,331+208.4% | $4,212+583.2% |
| Admin fee / account holder | $94,553 | $13,977+576.5% | $16,305+479.9% | $7,344+1187.5% |