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 | $1,120,904 | $209,411+435.3% | $178,490+528.0% | $158,922+605.3% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 28.10% | 188.75%-160.7pp | 151.07%-123.0pp | 302.83%-274.7pp |
| Employer contribution / active EE | $12,266 | $5,706+115.0% | $5,011+144.8% | $4,761+157.6% |
| Participant deferral / active EE | $16,750 | $5,954+181.3% | $5,202+222.0% | $5,982+180.0% |
| Admin fee / account holder | $3,363 | $17,074-80.3% | $13,984-76.0% | $11,246-70.1% |