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 | $345,112 | $159,901+115.8% | $146,958+134.8% | $145,922+136.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.07% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $9,976 | $5,286+88.7% | $4,933+102.2% | $4,660+114.1% |
| Participant deferral / active EE | $10,324 | $8,428+22.5% | $8,070+27.9% | $6,688+54.4% |
| Admin fee / account holder | $2,581 | $15,044-82.8% | $12,998-80.1% | $13,397-80.7% |