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 | $1,108,674 | $177,572+524.4% | $154,803+616.2% | $142,382+678.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 48.07% | 65.07%-17.0pp | 58.88%-10.8pp | 217.08%-169.0pp |
| Employer contribution / active EE | $26,694 | $4,810+454.9% | $4,305+520.0% | $4,299+520.9% |
| Participant deferral / active EE | $22,288 | $6,272+255.4% | $5,540+302.3% | $6,507+242.5% |
| Admin fee / account holder | $3,207 | $16,786-80.9% | $14,329-77.6% | $12,624-74.6% |