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 | $1,058,495 | $177,572+496.1% | $154,803+583.8% | $142,382+643.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.63% | 65.07%-46.4pp | 58.88%-40.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,066 | $4,810-77.8% | $4,305-75.2% | $4,299-75.2% |
| Participant deferral / active EE | $2,568 | $6,272-59.1% | $5,540-53.7% | $6,507-60.5% |
| Admin fee / account holder | $17,492 | $16,786+4.2% | $14,329+22.1% | $12,624+38.6% |