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 | $267,945 | $160,055+67.4% | $140,016+91.4% | $135,375+97.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.53% | 911.38%-909.8pp | 651.12%-649.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $4,409 | $6,420-31.3% | $5,606-21.3% | $4,779-7.7% |
| Participant deferral / active EE | $9,542 | $7,642+24.9% | $6,927+37.7% | $5,609+70.1% |
| Admin fee / account holder | $6,175 | $13,328-53.7% | $10,705-42.3% | $10,827-43.0% |