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 | $340,915 | $202,318+68.5% | $172,739+97.4% | $152,861+123.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.60% | 1029.65%-1009.1pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $20,086 | $5,856+243.0% | $5,143+290.6% | $4,762+321.8% |
| Participant deferral / active EE | $12,409 | $5,948+108.6% | $5,198+138.7% | $5,850+112.1% |
| Admin fee / account holder | $2,276 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |