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 8-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 | $254,460 | $202,318+25.8% | $172,739+47.3% | $152,861+66.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.45% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,226 | $5,856-44.9% | $5,143-37.3% | $4,762-32.3% |
| Participant deferral / active EE | $13,134 | $5,948+120.8% | $5,198+152.7% | $5,850+124.5% |
| Admin fee / account holder | $1,137 | $17,109-93.4% | $13,954-91.9% | $11,596-90.2% |