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 | $341,319 | $183,963+85.5% | $162,163+110.5% | $152,861+123.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.04% | 150.76%-118.7pp | 115.59%-83.6pp | 345.32%-313.3pp |
| Employer contribution / active EE | $1,739 | $6,371-72.7% | $5,614-69.0% | $4,762-63.5% |
| Participant deferral / active EE | $14,577 | $8,034+81.4% | $7,298+99.7% | $5,850+149.2% |
| Admin fee / account holder | $443 | $13,121-96.6% | $10,843-95.9% | $11,596-96.2% |