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 | $493,286 | $117,841+318.6% | $102,423+381.6% | $145,922+238.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 218.56% | 31.65%+186.9pp | 29.32%+189.2pp | 561.29%-342.7pp |
| Employer contribution / active EE | $5,906 | $3,615+63.4% | $3,023+95.3% | $4,660+26.8% |
| Participant deferral / active EE | $28,156 | $5,731+391.3% | $5,053+457.2% | $6,688+321.0% |
| Admin fee / account holder | $93,481 | $13,326+601.5% | $9,451+889.1% | $13,397+597.8% |