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 | $366,637 | $150,440+143.7% | $136,294+169.0% | $147,584+148.4% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 12.78% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $9,958 | $5,256+89.5% | $4,695+112.1% | $4,876+104.2% |
| Participant deferral / active EE | $11,849 | $6,630+78.7% | $6,247+89.7% | $5,439+117.9% |
| Admin fee / account holder | $5,232 | $10,905-52.0% | $9,243-43.4% | $10,885-51.9% |