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 | $257,011 | $210,648+22.0% | $177,989+44.4% | $145,922+76.1% |
| Participation rate | 84.2% | 80.8%+3.5pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 60.93% | 385.86%-324.9pp | 294.48%-233.6pp | 561.29%-500.4pp |
| Employer contribution / active EE | $4,892 | $4,565+7.2% | $3,949+23.9% | $4,660+5.0% |
| Participant deferral / active EE | $9,545 | $6,958+37.2% | $6,276+52.1% | $6,688+42.7% |
| Admin fee / account holder | $55,035 | $12,013+358.1% | $10,363+431.1% | $13,397+310.8% |