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 | $350,943 | $88,751+295.4% | $81,812+329.0% | $145,922+140.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 17.99% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $15,011 | $3,083+386.8% | $2,912+415.4% | $4,660+222.2% |
| Participant deferral / active EE | $12,451 | $4,643+168.2% | $4,319+188.3% | $6,688+86.2% |
| Admin fee / account holder | $6,443 | $8,415-23.4% | $7,386-12.8% | $13,397-51.9% |