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 | $330,445 | $183,963+79.6% | $162,163+103.8% | $152,861+116.2% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 31.27% | 150.76%-119.5pp | 115.59%-84.3pp | 345.32%-314.1pp |
| Employer contribution / active EE | $41,514 | $6,371+551.6% | $5,614+639.5% | $4,762+771.7% |
| Participant deferral / active EE | $5,313 | $8,034-33.9% | $7,298-27.2% | $5,850-9.2% |
| Admin fee / account holder | $48,309 | $13,121+268.2% | $10,843+345.6% | $11,596+316.6% |