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 | $1,023,905 | $159,602+541.5% | $150,045+582.4% | $142,382+619.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.70% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $30,460 | $4,961+514.0% | $4,693+549.0% | $4,299+608.5% |
| Participant deferral / active EE | $24,188 | $8,310+191.1% | $7,997+202.5% | $6,507+271.7% |
| Admin fee / account holder | $7,678 | $14,846-48.3% | $13,435-42.9% | $12,624-39.2% |