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 | $337,405 | $171,865+96.3% | $149,718+125.4% | $147,584+128.6% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 15.21% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,441 | $6,275-29.2% | $5,445-18.4% | $4,876-8.9% |
| Participant deferral / active EE | $7,268 | $7,2710% | $6,569+10.6% | $5,439+33.6% |
| Admin fee / account holder | $1,281 | $13,799-90.7% | $11,283-88.6% | $10,885-88.2% |