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 | $325,988 | $171,865+89.7% | $149,718+117.7% | $147,584+120.9% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 16.62% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $16,831 | $6,275+168.2% | $5,445+209.1% | $4,876+245.2% |
| Participant deferral / active EE | $10,108 | $7,271+39.0% | $6,569+53.9% | $5,439+85.8% |
| Admin fee / account holder | $95,497 | $13,799+592.0% | $11,283+746.4% | $10,885+777.3% |