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 7-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 | $1,098,072 | $150,187+631.1% | $120,354+812.4% | $145,922+652.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 9.72% | 154.07%-144.3pp | 107.15%-97.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $16,520 | $4,348+280.0% | $3,463+377.1% | $4,660+254.5% |
| Participant deferral / active EE | $12,973 | $6,173+110.2% | $4,991+159.9% | $6,688+94.0% |
| Admin fee / account holder | $30,721 | $12,207+151.7% | $9,423+226.0% | $13,397+129.3% |