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 | $261,485 | $202,318+29.2% | $172,739+51.4% | $152,861+71.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 44.62% | 1029.65%-985.0pp | 802.84%-758.2pp | 345.32%-300.7pp |
| Employer contribution / active EE | $3,288 | $5,856-43.9% | $5,143-36.1% | $4,762-31.0% |
| Participant deferral / active EE | $9,219 | $5,948+55.0% | $5,198+77.4% | $5,850+57.6% |
| Admin fee / account holder | $29,579 | $17,109+72.9% | $13,954+112.0% | $11,596+155.1% |