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 | $287,457 | $124,185+131.5% | $108,410+165.2% | $167,490+71.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.62% | 1379.64%-1369.0pp | 905.27%-894.7pp | 478.56%-467.9pp |
| Employer contribution / active EE | $7,819 | $4,187+86.8% | $3,558+119.7% | $4,837+61.6% |
| Participant deferral / active EE | $9,777 | $6,908+41.5% | $6,563+49.0% | $6,341+54.2% |
| Admin fee / account holder | $2,092 | $9,455-77.9% | $7,295-71.3% | $12,309-83.0% |