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 | $275,524 | $217,402+26.7% | $185,823+48.3% | $167,490+64.5% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 13.45% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $6,659 | $5,873+13.4% | $5,167+28.9% | $4,837+37.6% |
| Participant deferral / active EE | $4,822 | $6,356-24.1% | $5,568-13.4% | $6,341-24.0% |
| Admin fee / account holder | $2,755 | $19,811-86.1% | $16,237-83.0% | $12,309-77.6% |