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 | $272,720 | $150,440+81.3% | $136,294+100.1% | $147,584+84.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.03% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $10,188 | $5,256+93.8% | $4,695+117.0% | $4,876+108.9% |
| Participant deferral / active EE | $14,078 | $6,630+112.3% | $6,247+125.3% | $5,439+158.8% |
| Admin fee / account holder | $1,044 | $10,905-90.4% | $9,243-88.7% | $10,885-90.4% |