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 | $293,628 | $202,318+45.1% | $172,739+70.0% | $152,861+92.1% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 22.78% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,417 | $5,856-75.8% | $5,143-72.5% | $4,762-70.3% |
| Participant deferral / active EE | $8,367 | $5,948+40.7% | $5,198+61.0% | $5,850+43.0% |
| Admin fee / account holder | $1,075 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |