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 | $297,415 | $202,318+47.0% | $172,739+72.2% | $152,861+94.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.41% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $12,412 | $5,856+111.9% | $5,143+141.3% | $4,762+160.6% |
| Participant deferral / active EE | $5,416 | $5,948-9.0% | $5,198+4.2% | $5,850-7.4% |
| Admin fee / account holder | $1,389 | $17,109-91.9% | $13,954-90.0% | $11,596-88.0% |