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 | $375,528 | $202,318+85.6% | $172,739+117.4% | $152,861+145.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.25% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $9,700 | $5,856+65.6% | $5,143+88.6% | $4,762+103.7% |
| Participant deferral / active EE | $6,636 | $5,948+11.6% | $5,198+27.7% | $5,850+13.4% |
| Admin fee / account holder | $2,634 | $17,109-84.6% | $13,954-81.1% | $11,596-77.3% |