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 | $350,882 | $150,440+133.2% | $136,294+157.4% | $147,584+137.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.66% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $9,302 | $5,256+77.0% | $4,695+98.1% | $4,876+90.7% |
| Participant deferral / active EE | $12,178 | $6,630+83.7% | $6,247+94.9% | $5,439+123.9% |
| Admin fee / account holder | $2,830 | $10,905-74.0% | $9,243-69.4% | $10,885-74.0% |