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 | $285,936 | $102,604+178.7% | $86,188+231.8% | $139,434+105.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 20.19% | 1922.51%-1902.3pp | 1168.45%-1148.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $8,710 | $3,032+187.2% | $2,380+266.0% | $4,751+83.3% |
| Participant deferral / active EE | $6,091 | $4,676+30.3% | $3,985+52.8% | $6,710-9.2% |
| Admin fee / account holder | $743 | $8,657-91.4% | $6,852-89.1% | $11,403-93.5% |