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 5-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 | $270,970 | $175,202+54.7% | $149,673+81.0% | $139,434+94.3% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 19.35% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $8,407 | $5,474+53.6% | $4,818+74.5% | $4,751+77.0% |
| Participant deferral / active EE | $15,544 | $6,519+138.4% | $5,680+173.7% | $6,710+131.6% |
| Admin fee / account holder | $6,204 | $16,150-61.6% | $13,210-53.0% | $11,403-45.6% |