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 | $1,366,698 | $148,534+820.1% | $135,903+905.6% | $139,434+880.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 14.63% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $15,083 | $5,243+187.7% | $4,856+210.6% | $4,751+217.5% |
| Participant deferral / active EE | $18,427 | $8,100+127.5% | $7,758+137.5% | $6,710+174.6% |
| Admin fee / account holder | $24,417 | $12,400+96.9% | $10,762+126.9% | $11,403+114.1% |