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 | $369,882 | $202,318+82.8% | $172,739+114.1% | $152,861+142.0% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 19.44% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $23,907 | $5,856+308.2% | $5,143+364.9% | $4,762+402.0% |
| Participant deferral / active EE | $15,047 | $5,948+153.0% | $5,198+189.5% | $5,850+157.2% |
| Admin fee / account holder | $1,886 | $17,109-89.0% | $13,954-86.5% | $11,596-83.7% |