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 | $384,090 | $202,318+89.8% | $172,739+122.4% | $152,861+151.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.05% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $4,407 | $5,856-24.7% | $5,143-14.3% | $4,762-7.5% |
| Participant deferral / active EE | $11,941 | $5,948+100.8% | $5,198+129.7% | $5,850+104.1% |
| Admin fee / account holder | $7,921 | $17,109-53.7% | $13,954-43.2% | $11,596-31.7% |