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 | $394,314 | $202,318+94.9% | $172,739+128.3% | $152,861+158.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.30% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $6,437 | $5,856+9.9% | $5,143+25.2% | $4,762+35.2% |
| Participant deferral / active EE | $11,683 | $5,948+96.4% | $5,198+124.8% | $5,850+99.7% |
| Admin fee / account holder | $95,605 | $17,109+458.8% | $13,954+585.1% | $11,596+724.4% |