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 | $405,349 | $159,901+153.5% | $146,958+175.8% | $145,922+177.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.83% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $10,026 | $5,286+89.7% | $4,933+103.2% | $4,660+115.2% |
| Participant deferral / active EE | $4,977 | $8,428-41.0% | $8,070-38.3% | $6,688-25.6% |
| Admin fee / account holder | $63,065 | $15,044+319.2% | $12,998+385.2% | $13,397+370.7% |