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 | $280,608 | $171,865+63.3% | $149,718+87.4% | $147,584+90.1% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 20.13% | 2113.22%-2093.1pp | 1501.63%-1481.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $8,607 | $6,275+37.2% | $5,445+58.1% | $4,876+76.5% |
| Participant deferral / active EE | $12,887 | $7,271+77.3% | $6,569+96.2% | $5,439+137.0% |
| Admin fee / account holder | $8,978 | $13,799-34.9% | $11,283-20.4% | $10,885-17.5% |