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 | $1,189,642 | $214,378+454.9% | $200,582+493.1% | $142,382+735.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 20.88% | 46.41%-25.5pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,555 | $6,841-77.3% | $6,419-75.8% | $4,299-63.8% |
| Participant deferral / active EE | $9,400 | $9,865-4.7% | $9,331+0.7% | $6,507+44.5% |
| Admin fee / account holder | $2,667 | $17,692-84.9% | $16,305-83.6% | $12,624-78.9% |