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 | $308,211 | $159,901+92.8% | $146,958+109.7% | $145,922+111.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 17.15% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $6,649 | $5,286+25.8% | $4,933+34.8% | $4,660+42.7% |
| Participant deferral / active EE | $11,119 | $8,428+31.9% | $8,070+37.8% | $6,688+66.3% |
| Admin fee / account holder | $25,560 | $15,044+69.9% | $12,998+96.6% | $13,397+90.8% |