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 | $280,556 | $171,865+63.2% | $149,718+87.4% | $147,584+90.1% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 14.49% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,326 | $6,275-62.9% | $5,445-57.3% | $4,876-52.3% |
| Participant deferral / active EE | $8,300 | $7,271+14.2% | $6,569+26.4% | $5,439+52.6% |
| Admin fee / account holder | $7,135 | $13,799-48.3% | $11,283-36.8% | $10,885-34.5% |