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 | $357,390 | $159,901+123.5% | $146,958+143.2% | $145,922+144.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,266 | $5,286-57.1% | $4,933-54.1% | $4,660-51.4% |
| Participant deferral / active EE | $9,146 | $8,428+8.5% | $8,070+13.3% | $6,688+36.8% |
| Admin fee / account holder | $100,410 | $15,044+567.4% | $12,998+672.5% | $13,397+649.5% |