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 | $283,110 | $159,901+77.1% | $146,958+92.6% | $145,922+94.0% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 20.90% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $12,173 | $5,286+130.3% | $4,933+146.8% | $4,660+161.3% |
| Participant deferral / active EE | $14,361 | $8,428+70.4% | $8,070+78.0% | $6,688+114.7% |
| Admin fee / account holder | $50,815 | $15,044+237.8% | $12,998+290.9% | $13,397+279.3% |