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 | $332,819 | $124,185+168.0% | $108,410+207.0% | $167,490+98.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.66% | 1379.64%-1363.0pp | 905.27%-888.6pp | 478.56%-461.9pp |
| Employer contribution / active EE | $12,115 | $4,187+189.4% | $3,558+240.5% | $4,837+150.4% |
| Participant deferral / active EE | $8,852 | $6,908+28.1% | $6,563+34.9% | $6,341+39.6% |
| Admin fee / account holder | $871 | $9,455-90.8% | $7,295-88.1% | $12,309-92.9% |