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 | $283,229 | $150,440+88.3% | $136,294+107.8% | $147,584+91.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 13.00% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,017 | $5,256-23.6% | $4,695-14.5% | $4,876-17.6% |
| Participant deferral / active EE | $9,995 | $6,630+50.7% | $6,247+60.0% | $5,439+83.8% |
| Admin fee / account holder | $15,503 | $10,905+42.2% | $9,243+67.7% | $10,885+42.4% |