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 | $1,077,150 | $217,402+395.5% | $185,823+479.7% | $167,490+543.1% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 14.63% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $26,986 | $5,873+359.5% | $5,167+422.2% | $4,837+457.8% |
| Participant deferral / active EE | $15,567 | $6,356+144.9% | $5,568+179.6% | $6,341+145.5% |
| Admin fee / account holder | $151,936 | $19,811+666.9% | $16,237+835.7% | $12,309+1134.3% |