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 | $341,745 | $226,064+51.2% | $182,532+87.2% | $152,861+123.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.93% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,859 | $4,978-42.6% | $4,076-29.9% | $4,762-40.0% |
| Participant deferral / active EE | $9,630 | $6,368+51.2% | $5,524+74.3% | $5,850+64.6% |
| Admin fee / account holder | $7,127 | $10,703-33.4% | $8,592-17.1% | $11,596-38.5% |