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 | $325,688 | $159,901+103.7% | $146,958+121.6% | $145,922+123.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,640 | $5,286+6.7% | $4,933+14.3% | $4,660+21.0% |
| Participant deferral / active EE | $7,050 | $8,428-16.4% | $8,070-12.6% | $6,688+5.4% |
| Admin fee / account holder | $5,053 | $15,044-66.4% | $12,998-61.1% | $13,397-62.3% |