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 | $252,049 | $159,901+57.6% | $146,958+71.5% | $145,922+72.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 13.81% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $19,414 | $5,286+267.3% | $4,933+293.6% | $4,660+316.7% |
| Participant deferral / active EE | $12,025 | $8,428+42.7% | $8,070+49.0% | $6,688+79.8% |
| Admin fee / account holder | $24,401 | $15,044+62.2% | $12,998+87.7% | $13,397+82.1% |