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 | $257,896 | $209,832+22.9% | $189,513+36.1% | $167,490+54.0% |
| Participation rate | 95.5% | 88.7%+6.8pp | 87.8%+7.6pp | 82.1%+13.3pp |
| Annual return | 16.47% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $5,822 | $6,914-15.8% | $6,162-5.5% | $4,837+20.4% |
| Participant deferral / active EE | $8,403 | $8,935-6.0% | $8,221+2.2% | $6,341+32.5% |
| Admin fee / account holder | $26,080 | $14,293+82.5% | $12,045+116.5% | $12,309+111.9% |