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 | $260,234 | $150,440+73.0% | $136,294+90.9% | $147,584+76.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.24% | 1049.08%-1037.8pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,094 | $5,256-41.1% | $4,695-34.1% | $4,876-36.5% |
| Participant deferral / active EE | $2,417 | $6,630-63.5% | $6,247-61.3% | $5,439-55.6% |
| Admin fee / account holder | $9,439 | $10,905-13.4% | $9,243+2.1% | $10,885-13.3% |