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 5-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 | $270,110 | $159,901+68.9% | $146,958+83.8% | $145,922+85.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.81% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $43,011 | $5,286+713.7% | $4,933+771.9% | $4,660+823.1% |
| Participant deferral / active EE | $17,322 | $8,428+105.5% | $8,070+114.6% | $6,688+159.0% |
| Admin fee / account holder | $49,400 | $15,044+228.4% | $12,998+280.1% | $13,397+268.7% |