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 | $1,581,187 | $201,272+685.6% | $184,203+758.4% | $145,922+983.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $41,629 | $7,022+492.9% | $6,427+547.7% | $4,660+793.4% |
| Participant deferral / active EE | $25,506 | $9,806+160.1% | $9,131+179.3% | $6,688+281.4% |
| Admin fee / account holder | $10,246 | $16,364-37.4% | $13,901-26.3% | $13,397-23.5% |