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 | $319,354 | $202,318+57.8% | $172,739+84.9% | $152,861+108.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.73% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,033 | $5,856-65.3% | $5,143-60.5% | $4,762-57.3% |
| Participant deferral / active EE | $8,291 | $5,948+39.4% | $5,198+59.5% | $5,850+41.7% |
| Admin fee / account holder | $10,768 | $17,109-37.1% | $13,954-22.8% | $11,596-7.1% |