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 | $255,620 | $150,440+69.9% | $136,294+87.6% | $147,584+73.2% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 20.30% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,222 | $5,256-38.7% | $4,695-31.4% | $4,876-33.9% |
| Participant deferral / active EE | $7,495 | $6,630+13.0% | $6,247+20.0% | $5,439+37.8% |
| Admin fee / account holder | $9,087 | $10,905-16.7% | $9,243-1.7% | $10,885-16.5% |