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 | $1,216,072 | $183,519+562.6% | $155,509+682.0% | $145,922+733.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.76% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $17,605 | $5,313+231.4% | $4,672+276.8% | $4,660+277.8% |
| Participant deferral / active EE | $6,627 | $6,462+2.5% | $5,626+17.8% | $6,688-0.9% |
| Admin fee / account holder | $6,695 | $19,313-65.3% | $15,912-57.9% | $13,397-50.0% |