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 | $1,627,590 | $177,572+816.6% | $154,803+951.4% | $142,382+1043.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.77% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,579 | $4,810+78.3% | $4,305+99.3% | $4,299+99.6% |
| Participant deferral / active EE | $7,526 | $6,272+20.0% | $5,540+35.8% | $6,507+15.7% |
| Admin fee / account holder | $43,110 | $16,786+156.8% | $14,329+200.9% | $12,624+241.5% |