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 | $384,342 | $159,901+140.4% | $146,958+161.5% | $145,922+163.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.91% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $5,872 | $5,286+11.1% | $4,933+19.0% | $4,660+26.0% |
| Participant deferral / active EE | $7,293 | $8,428-13.5% | $8,070-9.6% | $6,688+9.1% |
| Admin fee / account holder | $9,577 | $15,044-36.3% | $12,998-26.3% | $13,397-28.5% |