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 | $259,717 | $209,832+23.8% | $189,513+37.0% | $167,490+55.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.05% | 748.27%-738.2pp | 555.15%-545.1pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,348 | $6,914-66.0% | $6,162-61.9% | $4,837-51.5% |
| Participant deferral / active EE | $8,667 | $8,935-3.0% | $8,221+5.4% | $6,341+36.7% |
| Admin fee / account holder | $39,986 | $14,293+179.8% | $12,045+232.0% | $12,309+224.9% |