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 | $282,288 | $150,440+87.6% | $136,294+107.1% | $147,584+91.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.94% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,025 | $5,256-23.4% | $4,695-14.3% | $4,876-17.5% |
| Participant deferral / active EE | $10,939 | $6,630+65.0% | $6,247+75.1% | $5,439+101.1% |
| Admin fee / account holder | $4,853 | $10,905-55.5% | $9,243-47.5% | $10,885-55.4% |