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 | $306,149 | $111,724+174.0% | $93,606+227.1% | $145,922+109.8% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+15.0pp |
| Annual return | 8.31% | 202.98%-194.7pp | 133.20%-124.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $14,286 | $3,090+362.4% | $2,420+490.4% | $4,660+206.6% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $7,419 | $10,250-27.6% | $8,285-10.5% | $13,397-44.6% |