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 | $1,064,967 | $118,450+799.1% | $98,439+981.9% | $139,434+663.8% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 41.68% | 18.94%+22.7pp | 21.16%+20.5pp | 372.94%-331.3pp |
| Employer contribution / active EE | $1,560 | $3,609-56.8% | $3,048-48.8% | $4,751-67.2% |
| Participant deferral / active EE | $2,996 | $5,392-44.4% | $4,738-36.8% | $6,710-55.3% |
| Admin fee / account holder | $38,416 | $14,026+173.9% | $8,948+329.4% | $11,403+236.9% |