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 | $346,878 | $159,901+116.9% | $146,958+136.0% | $145,922+137.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 10.63% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $14,611 | $5,286+176.4% | $4,933+196.2% | $4,660+213.6% |
| Participant deferral / active EE | $7,347 | $8,428-12.8% | $8,070-9.0% | $6,688+9.9% |
| Admin fee / account holder | $239,798 | $15,044+1494.0% | $12,998+1744.9% | $13,397+1689.9% |