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 | $343,762 | $202,318+69.9% | $172,739+99.0% | $152,861+124.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.94% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $3,632 | $5,856-38.0% | $5,143-29.4% | $4,762-23.7% |
| Participant deferral / active EE | $7,960 | $5,948+33.8% | $5,198+53.1% | $5,850+36.1% |
| Admin fee / account holder | $1,574 | $17,109-90.8% | $13,954-88.7% | $11,596-86.4% |