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 | $318,266 | $159,901+99.0% | $146,958+116.6% | $145,922+118.1% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 11.80% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $14,291 | $5,286+170.3% | $4,933+189.7% | $4,660+206.7% |
| Participant deferral / active EE | $17,297 | $8,428+105.2% | $8,070+114.3% | $6,688+158.6% |
| Admin fee / account holder | $11,894 | $15,044-20.9% | $12,998-8.5% | $13,397-11.2% |