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 | $1,259,638 | $102,616+1127.5% | $81,983+1436.5% | $158,922+692.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 19.32% | 61.04%-41.7pp | 41.31%-22.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $17,092 | $3,240+427.5% | $2,498+584.2% | $4,761+259.0% |
| Participant deferral / active EE | $16,343 | $4,648+251.6% | $3,722+339.1% | $5,982+173.2% |
| Admin fee / account holder | $36,934 | $8,235+348.5% | $5,664+552.1% | $11,246+228.4% |