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 | $364,684 | $150,440+142.4% | $136,294+167.6% | $147,584+147.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.23% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,230 | $5,256-57.6% | $4,695-52.5% | $4,876-54.3% |
| Participant deferral / active EE | $9,430 | $6,630+42.2% | $6,247+50.9% | $5,439+73.4% |
| Admin fee / account holder | $20,785 | $10,905+90.6% | $9,243+124.9% | $10,885+90.9% |