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 | $1,105,923 | $175,202+531.2% | $149,673+638.9% | $139,434+693.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.32% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $22,058 | $5,474+302.9% | $4,818+357.9% | $4,751+364.3% |
| Participant deferral / active EE | $2,525 | $6,519-61.3% | $5,680-55.5% | $6,710-62.4% |
| Admin fee / account holder | $4,257 | $16,150-73.6% | $13,210-67.8% | $11,403-62.7% |