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 | $258,210 | $198,466+30.1% | $170,442+51.5% | $147,584+75.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.15% | 257.29%-248.1pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,745 | $6,184-55.6% | $5,433-49.5% | $4,876-43.7% |
| Participant deferral / active EE | $5,164 | $5,629-8.3% | $4,939+4.5% | $5,439-5.1% |
| Admin fee / account holder | $4,266 | $16,852-74.7% | $13,880-69.3% | $10,885-60.8% |