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 | $580,238 | $159,901+262.9% | $146,958+294.8% | $145,922+297.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,963 | $5,286-25.0% | $4,933-19.7% | $4,660-15.0% |
| Participant deferral / active EE | $11,869 | $8,428+40.8% | $8,070+47.1% | $6,688+77.5% |
| Admin fee / account holder | $30,422 | $15,044+102.2% | $12,998+134.1% | $13,397+127.1% |