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 | $1,704,811 | $217,402+684.2% | $185,823+817.4% | $167,490+917.9% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 13.11% | 148.36%-135.3pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $38,500 | $5,873+555.5% | $5,167+645.1% | $4,837+695.9% |
| Participant deferral / active EE | $26,722 | $6,356+320.4% | $5,568+379.9% | $6,341+321.4% |
| Admin fee / account holder | $8,333 | $19,811-57.9% | $16,237-48.7% | $12,309-32.3% |