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 | $301,702 | $150,440+100.5% | $136,294+121.4% | $147,584+104.4% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 13.50% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,537 | $5,256+5.3% | $4,695+17.9% | $4,876+13.6% |
| Participant deferral / active EE | $12,258 | $6,630+84.9% | $6,247+96.2% | $5,439+125.4% |
| Admin fee / account holder | $2,797 | $10,905-74.4% | $9,243-69.7% | $10,885-74.3% |