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 | $256,248 | $88,751+188.7% | $81,812+213.2% | $145,922+75.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 22.30% | 1025.40%-1003.1pp | 773.79%-751.5pp | 561.29%-539.0pp |
| Employer contribution / active EE | $4,749 | $3,083+54.0% | $2,912+63.1% | $4,660+1.9% |
| Participant deferral / active EE | $9,113 | $4,643+96.3% | $4,319+111.0% | $6,688+36.3% |
| Admin fee / account holder | $19,481 | $8,415+131.5% | $7,386+163.8% | $13,397+45.4% |