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 | $256,419 | $159,901+60.4% | $146,958+74.5% | $145,922+75.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 20.48% | 98.13%-77.7pp | 418.34%-397.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $13,738 | $5,286+159.9% | $4,933+178.5% | $4,660+194.8% |
| Participant deferral / active EE | $12,050 | $8,428+43.0% | $8,070+49.3% | $6,688+80.2% |
| Admin fee / account holder | $571 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |