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 | $365,819 | $202,318+80.8% | $172,739+111.8% | $152,861+139.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.62% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $9,137 | $5,856+56.0% | $5,143+77.7% | $4,762+91.9% |
| Participant deferral / active EE | $11,329 | $5,948+90.5% | $5,198+118.0% | $5,850+93.7% |
| Admin fee / account holder | $1,266 | $17,109-92.6% | $13,954-90.9% | $11,596-89.1% |