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 | $389,319 | $171,865+126.5% | $149,718+160.0% | $147,584+163.8% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 9.53% | 2113.22%-2103.7pp | 1501.63%-1492.1pp | 578.55%-569.0pp |
| Employer contribution / active EE | $9,379 | $6,275+49.5% | $5,445+72.3% | $4,876+92.3% |
| Participant deferral / active EE | $7,350 | $7,271+1.1% | $6,569+11.9% | $5,439+35.1% |
| Admin fee / account holder | $167,427 | $13,799+1113.3% | $11,283+1383.9% | $10,885+1438.1% |