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 | $271,460 | $226,064+20.1% | $182,532+48.7% | $152,861+77.6% |
| Participation rate | 92.3% | 82.5%+9.9pp | 78.0%+14.3pp | 82.4%+9.9pp |
| Annual return | 23.75% | 192.51%-168.8pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,661 | $4,978-46.6% | $4,076-34.7% | $4,762-44.1% |
| Participant deferral / active EE | $12,870 | $6,368+102.1% | $5,524+133.0% | $5,850+120.0% |
| Admin fee / account holder | $30,777 | $10,703+187.6% | $8,592+258.2% | $11,596+165.4% |