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 | $1,071,231 | $159,602+571.2% | $150,045+613.9% | $142,382+652.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 36.28% | 70.24%-34.0pp | 62.55%-26.3pp | 217.08%-180.8pp |
| Employer contribution / active EE | $16,880 | $4,961+240.3% | $4,693+259.7% | $4,299+292.6% |
| Participant deferral / active EE | $12,922 | $8,310+55.5% | $7,997+61.6% | $6,507+98.6% |
| Admin fee / account holder | $15,011 | $14,846+1.1% | $13,435+11.7% | $12,624+18.9% |