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 | $315,011 | $159,901+97.0% | $146,958+114.4% | $145,922+115.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.69% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $16,969 | $5,286+221.0% | $4,933+244.0% | $4,660+264.2% |
| Participant deferral / active EE | $14,406 | $8,428+70.9% | $8,070+78.5% | $6,688+115.4% |
| Admin fee / account holder | $4,447 | $15,044-70.4% | $12,998-65.8% | $13,397-66.8% |