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 | $379,842 | $150,440+152.5% | $136,294+178.7% | $147,584+157.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 19.25% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $17,899 | $5,256+240.5% | $4,695+281.2% | $4,876+267.1% |
| Participant deferral / active EE | $11,553 | $6,630+74.2% | $6,247+84.9% | $5,439+112.4% |
| Admin fee / account holder | $5,650 | $10,905-48.2% | $9,243-38.9% | $10,885-48.1% |