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 | $263,038 | $159,901+64.5% | $146,958+79.0% | $145,922+80.3% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 13.09% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $15,635 | $5,286+195.8% | $4,933+217.0% | $4,660+235.5% |
| Participant deferral / active EE | $11,011 | $8,428+30.6% | $8,070+36.4% | $6,688+64.6% |
| Admin fee / account holder | $1,980 | $15,044-86.8% | $12,998-84.8% | $13,397-85.2% |