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 | $384,019 | $202,318+89.8% | $172,739+122.3% | $152,861+151.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.65% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $13,482 | $5,856+130.2% | $5,143+162.1% | $4,762+183.1% |
| Participant deferral / active EE | $7,789 | $5,948+30.9% | $5,198+49.9% | $5,850+33.1% |
| Admin fee / account holder | $4,706 | $17,109-72.5% | $13,954-66.3% | $11,596-59.4% |