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 | $256,039 | $159,901+60.1% | $146,958+74.2% | $145,922+75.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,540 | $5,286-33.0% | $4,933-28.2% | $4,660-24.0% |
| Participant deferral / active EE | $12,838 | $8,428+52.3% | $8,070+59.1% | $6,688+92.0% |
| Admin fee / account holder | $3,385 | $15,044-77.5% | $12,998-74.0% | $13,397-74.7% |