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 | $357,159 | $160,055+123.1% | $140,016+155.1% | $135,375+163.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.30% | 911.38%-910.1pp | 651.12%-649.8pp | 519.73%-518.4pp |
| Employer contribution / active EE | $6,250 | $6,420-2.7% | $5,606+11.5% | $4,779+30.8% |
| Participant deferral / active EE | $9,250 | $7,642+21.0% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $15,505 | $13,328+16.3% | $10,705+44.8% | $10,827+43.2% |