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 | $280,283 | $88,751+215.8% | $81,812+242.6% | $145,922+92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.52% | 1025.40%-1004.9pp | 773.79%-753.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $6,374 | $3,083+106.7% | $2,912+118.9% | $4,660+36.8% |
| Participant deferral / active EE | $4,308 | $4,643-7.2% | $4,319-0.2% | $6,688-35.6% |
| Admin fee / account holder | $7,523 | $8,415-10.6% | $7,386+1.9% | $13,397-43.8% |