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 | $258,293 | $150,440+71.7% | $136,294+89.5% | $147,584+75.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.43% | 1049.08%-1037.7pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,616 | $5,256-31.2% | $4,695-23.0% | $4,876-25.8% |
| Participant deferral / active EE | $8,016 | $6,630+20.9% | $6,247+28.3% | $5,439+47.4% |
| Admin fee / account holder | $74,758 | $10,905+585.5% | $9,243+708.8% | $10,885+586.8% |