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 | $532,287 | $159,901+232.9% | $146,958+262.2% | $145,922+264.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 38.78% | 98.13%-59.4pp | 418.34%-379.6pp | 561.29%-522.5pp |
| Employer contribution / active EE | $26,389 | $5,286+399.2% | $4,933+435.0% | $4,660+466.3% |
| Participant deferral / active EE | $12,177 | $8,428+44.5% | $8,070+50.9% | $6,688+82.1% |
| Admin fee / account holder | $5,181 | $15,044-65.6% | $12,998-60.1% | $13,397-61.3% |