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 | $259,020 | $137,414+88.5% | $189,513+36.7% | $85,850+201.7% |
| Participation rate | 89.7% | 84.6%+5.1pp | 87.8%+1.9pp | 69.3%+20.4pp |
| Annual return | 12.87% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $10,221 | $4,344+135.3% | $6,162+65.9% | $2,565+298.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $30,130 | $8,630+249.1% | $12,045+150.1% | $6,260+381.3% |