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 | $308,588 | $175,202+76.1% | $149,673+106.2% | $139,434+121.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 67.01% | 166.71%-99.7pp | 134.42%-67.4pp | 372.94%-305.9pp |
| Employer contribution / active EE | $4,021 | $5,474-26.6% | $4,818-16.5% | $4,751-15.4% |
| Participant deferral / active EE | $11,032 | $6,519+69.2% | $5,680+94.2% | $6,710+64.4% |
| Admin fee / account holder | $167,044 | $16,150+934.3% | $13,210+1164.5% | $11,403+1365.0% |