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 | $254,757 | $159,901+59.3% | $146,958+73.4% | $145,922+74.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 10.76% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $9,101 | $5,286+72.2% | $4,933+84.5% | $4,660+95.3% |
| Participant deferral / active EE | $11,186 | $8,428+32.7% | $8,070+38.6% | $6,688+67.3% |
| Admin fee / account holder | $471 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |