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 | $257,385 | $168,632+52.6% | $147,614+74.4% | $125,391+105.3% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -1.32% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $11,594 | $6,252+85.4% | $5,564+108.4% | $4,866+138.3% |
| Participant deferral / active EE | $8,247 | $5,507+49.8% | $4,895+68.5% | $5,352+54.1% |
| Admin fee / account holder | $206,553 | $13,580+1421.0% | $11,611+1678.9% | $9,540+2065.0% |