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 | $274,554 | $202,318+35.7% | $172,739+58.9% | $152,861+79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.83% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $12,028 | $5,856+105.4% | $5,143+133.9% | $4,762+152.6% |
| Participant deferral / active EE | $12,275 | $5,948+106.4% | $5,198+136.2% | $5,850+109.8% |
| Admin fee / account holder | $2,233 | $17,109-86.9% | $13,954-84.0% | $11,596-80.7% |