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 | $302,989 | $96,305+214.6% | $80,569+276.1% | $139,434+117.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.30% | 1350.08%-1333.8pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $11,396 | $3,262+249.3% | $2,723+318.4% | $4,751+139.9% |
| Participant deferral / active EE | $19,280 | $5,232+268.5% | $4,447+333.5% | $6,710+187.3% |
| Admin fee / account holder | $4,567 | $6,599-30.8% | $5,377-15.1% | $11,403-59.9% |