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 | $1,373,989 | $175,202+684.2% | $149,673+818.0% | $139,434+885.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.70% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,947 | $5,474-27.9% | $4,818-18.1% | $4,751-16.9% |
| Participant deferral / active EE | $26,053 | $6,519+299.7% | $5,680+358.7% | $6,710+288.3% |
| Admin fee / account holder | $59,297 | $16,150+267.2% | $13,210+348.9% | $11,403+420.0% |