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 | $1,372,226 | $183,519+647.7% | $155,509+782.4% | $145,922+840.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 36.95% | 61.17%-24.2pp | 64.67%-27.7pp | 561.29%-524.3pp |
| Employer contribution / active EE | $43,444 | $5,313+717.7% | $4,672+829.8% | $4,660+832.4% |
| Participant deferral / active EE | $19,556 | $6,462+202.6% | $5,626+247.6% | $6,688+192.4% |
| Admin fee / account holder | $76,764 | $19,313+297.5% | $15,912+382.4% | $13,397+473.0% |