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 | $257,733 | $209,832+22.8% | $189,513+36.0% | $167,490+53.9% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 15.40% | 748.27%-732.9pp | 555.15%-539.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $10,200 | $6,914+47.5% | $6,162+65.5% | $4,837+110.9% |
| Participant deferral / active EE | $10,200 | $8,935+14.2% | $8,221+24.1% | $6,341+60.9% |
| Admin fee / account holder | $12,702 | $14,293-11.1% | $12,045+5.5% | $12,309+3.2% |