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 | $261,058 | $226,064+15.5% | $182,532+43.0% | $152,861+70.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.34% | 192.51%-172.2pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,275 | $4,978-34.2% | $4,076-19.7% | $4,762-31.2% |
| Participant deferral / active EE | $24,962 | $6,368+292.0% | $5,524+351.9% | $5,850+326.7% |
| Admin fee / account holder | $2,453 | $10,703-77.1% | $8,592-71.5% | $11,596-78.8% |