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 | $318,742 | $159,901+99.3% | $146,958+116.9% | $145,922+118.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 63.91% | 98.13%-34.2pp | 418.34%-354.4pp | 561.29%-497.4pp |
| Employer contribution / active EE | $5,993 | $5,286+13.4% | $4,933+21.5% | $4,660+28.6% |
| Participant deferral / active EE | $13,183 | $8,428+56.4% | $8,070+63.4% | $6,688+97.1% |
| Admin fee / account holder | $1,382 | $15,044-90.8% | $12,998-89.4% | $13,397-89.7% |