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 | $1,262,112 | $227,553+454.6% | $189,557+565.8% | $167,490+653.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.78% | 78.40%-62.6pp | 64.17%-48.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $20,129 | $5,316+278.6% | $4,412+356.2% | $4,837+316.1% |
| Participant deferral / active EE | $6,584 | $7,002-6.0% | $6,174+6.7% | $6,341+3.8% |
| Admin fee / account holder | $24,105 | $11,878+102.9% | $9,807+145.8% | $12,309+95.8% |