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 | $287,733 | $159,901+79.9% | $146,958+95.8% | $145,922+97.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 10.41% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $11,697 | $5,286+121.3% | $4,933+137.1% | $4,660+151.0% |
| Participant deferral / active EE | $10,730 | $8,428+27.3% | $8,070+33.0% | $6,688+60.4% |
| Admin fee / account holder | $27,954 | $15,044+85.8% | $12,998+115.1% | $13,397+108.7% |