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 | $260,279 | $209,832+24.0% | $189,513+37.3% | $167,490+55.4% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 9.56% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,812 | $6,914-59.3% | $6,162-54.4% | $4,837-41.9% |
| Participant deferral / active EE | $8,496 | $8,935-4.9% | $8,221+3.3% | $6,341+34.0% |
| Admin fee / account holder | $115,748 | $14,293+709.8% | $12,045+861.0% | $12,309+840.3% |