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 | $1,222,956 | $177,572+588.7% | $154,803+690.0% | $142,382+758.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.78% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $30,496 | $4,810+534.0% | $4,305+608.3% | $4,299+609.4% |
| Participant deferral / active EE | $24,793 | $6,272+295.3% | $5,540+347.5% | $6,507+281.0% |
| Admin fee / account holder | $11,780 | $16,786-29.8% | $14,329-17.8% | $12,624-6.7% |