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 | $384,182 | $202,318+89.9% | $172,739+122.4% | $152,861+151.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.22% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,600 | $5,856-55.6% | $5,143-49.4% | $4,762-45.4% |
| Participant deferral / active EE | $8,026 | $5,948+34.9% | $5,198+54.4% | $5,850+37.2% |
| Admin fee / account holder | $1,866 | $17,109-89.1% | $13,954-86.6% | $11,596-83.9% |