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 | $387,323 | $202,432+91.3% | $169,368+128.7% | $139,434+177.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.52% | 531.74%-511.2pp | 405.60%-385.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $7,833 | $4,692+66.9% | $4,013+95.2% | $4,751+64.9% |
| Participant deferral / active EE | $17,027 | $6,938+145.4% | $6,221+173.7% | $6,710+153.7% |
| Admin fee / account holder | $779 | $10,708-92.7% | $9,003-91.3% | $11,403-93.2% |