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 | $258,296 | $160,055+61.4% | $140,016+84.5% | $135,375+90.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.34% | 911.38%-903.0pp | 651.12%-642.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $2,886 | $6,420-55.0% | $5,606-48.5% | $4,779-39.6% |
| Participant deferral / active EE | $11,174 | $7,642+46.2% | $6,927+61.3% | $5,609+99.2% |
| Admin fee / account holder | $57,437 | $13,328+331.0% | $10,705+436.5% | $10,827+430.5% |