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 | $275,184 | $171,865+60.1% | $149,718+83.8% | $147,584+86.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 13.97% | 2113.22%-2099.2pp | 1501.63%-1487.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $5,456 | $6,275-13.1% | $5,445+0.2% | $4,876+11.9% |
| Participant deferral / active EE | $10,193 | $7,271+40.2% | $6,569+55.2% | $5,439+87.4% |
| Admin fee / account holder | $5,658 | $13,799-59.0% | $11,283-49.9% | $10,885-48.0% |