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 | $269,014 | $202,318+33.0% | $172,739+55.7% | $152,861+76.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.91% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,999 | $5,856-65.9% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $4,795 | $5,948-19.4% | $5,198-7.7% | $5,850-18.0% |
| Admin fee / account holder | $1,385 | $17,109-91.9% | $13,954-90.1% | $11,596-88.1% |