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 | $258,074 | $198,466+30.0% | $170,442+51.4% | $147,584+74.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.70% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,214 | $6,184-64.2% | $5,433-59.3% | $4,876-54.6% |
| Participant deferral / active EE | $6,849 | $5,629+21.7% | $4,939+38.7% | $5,439+25.9% |
| Admin fee / account holder | $8,745 | $16,852-48.1% | $13,880-37.0% | $10,885-19.7% |