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 | $1,952,963 | $214,378+811.0% | $200,582+873.6% | $142,382+1271.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.95% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $38,597 | $6,841+464.2% | $6,419+501.3% | $4,299+797.8% |
| Participant deferral / active EE | $26,208 | $9,865+165.7% | $9,331+180.9% | $6,507+302.8% |
| Admin fee / account holder | $31,789 | $17,692+79.7% | $16,305+95.0% | $12,624+151.8% |