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 | $317,410 | $150,440+111.0% | $136,294+132.9% | $147,584+115.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 13.83% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,190 | $5,256-39.3% | $4,695-32.1% | $4,876-34.6% |
| Participant deferral / active EE | $7,262 | $6,630+9.5% | $6,247+16.2% | $5,439+33.5% |
| Admin fee / account holder | $14,746 | $10,905+35.2% | $9,243+59.5% | $10,885+35.5% |