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 | $1,021,848 | $201,272+407.7% | $184,203+454.7% | $145,922+600.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.87% | 29.00%-11.1pp | 28.81%-10.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $23,497 | $7,022+234.6% | $6,427+265.6% | $4,660+404.3% |
| Participant deferral / active EE | $13,609 | $9,806+38.8% | $9,131+49.0% | $6,688+103.5% |
| Admin fee / account holder | $19,925 | $16,364+21.8% | $13,901+43.3% | $13,397+48.7% |