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 | $366,273 | $183,519+99.6% | $155,509+135.5% | $145,922+151.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 9.67% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $12,822 | $5,313+141.3% | $4,672+174.4% | $4,660+175.2% |
| Participant deferral / active EE | $11,166 | $6,462+72.8% | $5,626+98.5% | $6,688+67.0% |
| Admin fee / account holder | $3,632 | $19,313-81.2% | $15,912-77.2% | $13,397-72.9% |