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 | $275,787 | $209,832+31.4% | $189,513+45.5% | $167,490+64.7% |
| Participation rate | 82.4% | 88.7%-6.3pp | 87.8%-5.5pp | 82.1%+0.2pp |
| Annual return | 12.93% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $4,391 | $6,914-36.5% | $6,162-28.7% | $4,837-9.2% |
| Participant deferral / active EE | $11,345 | $8,935+27.0% | $8,221+38.0% | $6,341+78.9% |
| Admin fee / account holder | $18,255 | $14,293+27.7% | $12,045+51.6% | $12,309+48.3% |