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 | $261,202 | $159,901+63.4% | $146,958+77.7% | $145,922+79.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $10,703 | $5,286+102.5% | $4,933+117.0% | $4,660+129.7% |
| Participant deferral / active EE | $9,318 | $8,428+10.6% | $8,070+15.5% | $6,688+39.3% |
| Admin fee / account holder | $147,230 | $15,044+878.7% | $12,998+1032.7% | $13,397+999.0% |