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 | $372,812 | $202,318+84.3% | $172,739+115.8% | $152,861+143.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.21% | 1029.65%-1016.4pp | 802.84%-789.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $8,500 | $5,856+45.1% | $5,143+65.3% | $4,762+78.5% |
| Participant deferral / active EE | $7,368 | $5,948+23.9% | $5,198+41.8% | $5,850+25.9% |
| Admin fee / account holder | $6,903 | $17,109-59.7% | $13,954-50.5% | $11,596-40.5% |