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 | $271,439 | $159,901+69.8% | $146,958+84.7% | $145,922+86.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.99% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $19,661 | $5,286+271.9% | $4,933+298.6% | $4,660+321.9% |
| Participant deferral / active EE | $12,433 | $8,428+47.5% | $8,070+54.1% | $6,688+85.9% |
| Admin fee / account holder | $3,429 | $15,044-77.2% | $12,998-73.6% | $13,397-74.4% |