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 | $300,711 | $202,318+48.6% | $172,739+74.1% | $152,861+96.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 29.36% | 1029.65%-1000.3pp | 802.84%-773.5pp | 345.32%-316.0pp |
| Employer contribution / active EE | $8,277 | $5,856+41.3% | $5,143+60.9% | $4,762+73.8% |
| Participant deferral / active EE | $5,840 | $5,948-1.8% | $5,198+12.4% | $5,850-0.2% |
| Admin fee / account holder | $1,846 | $17,109-89.2% | $13,954-86.8% | $11,596-84.1% |