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 | $307,429 | $202,318+52.0% | $172,739+78.0% | $152,861+101.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.73% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $20,511 | $5,856+250.3% | $5,143+298.8% | $4,762+330.7% |
| Participant deferral / active EE | $7,444 | $5,948+25.2% | $5,198+43.2% | $5,850+27.2% |
| Admin fee / account holder | $3,013 | $17,109-82.4% | $13,954-78.4% | $11,596-74.0% |