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 | $322,507 | $171,865+87.7% | $149,718+115.4% | $147,584+118.5% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 15.73% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,769 | $6,275-8.1% | $5,445+5.9% | $4,876+18.3% |
| Participant deferral / active EE | $12,666 | $7,271+74.2% | $6,569+92.8% | $5,439+132.9% |
| Admin fee / account holder | $63,767 | $13,799+362.1% | $11,283+465.2% | $10,885+485.8% |