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 | $1,095,911 | $148,534+637.8% | $135,903+706.4% | $139,434+686.0% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 15.55% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $14,459 | $5,243+175.8% | $4,856+197.8% | $4,751+204.4% |
| Participant deferral / active EE | $17,044 | $8,100+110.4% | $7,758+119.7% | $6,710+154.0% |
| Admin fee / account holder | $41,680 | $12,400+236.1% | $10,762+287.3% | $11,403+265.5% |