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 | $278,845 | $159,901+74.4% | $146,958+89.7% | $145,922+91.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.49% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $17,293 | $5,286+227.1% | $4,933+250.6% | $4,660+271.1% |
| Participant deferral / active EE | $12,770 | $8,428+51.5% | $8,070+58.2% | $6,688+90.9% |
| Admin fee / account holder | $16,771 | $15,044+11.5% | $12,998+29.0% | $13,397+25.2% |