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 | $360,269 | $226,064+59.4% | $182,532+97.4% | $152,861+135.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 25.02% | 192.51%-167.5pp | 148.54%-123.5pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,463 | $4,978-50.5% | $4,076-39.6% | $4,762-48.3% |
| Participant deferral / active EE | $8,332 | $6,368+30.8% | $5,524+50.8% | $5,850+42.4% |
| Admin fee / account holder | $33,284 | $10,703+211.0% | $8,592+287.4% | $11,596+187.0% |