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 9-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 | $250,106 | $210,648+18.7% | $177,989+40.5% | $145,922+71.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.90% | 385.86%-363.0pp | 294.48%-271.6pp | 561.29%-538.4pp |
| Employer contribution / active EE | $4,775 | $4,565+4.6% | $3,949+20.9% | $4,660+2.5% |
| Participant deferral / active EE | $5,163 | $6,958-25.8% | $6,276-17.7% | $6,688-22.8% |
| Admin fee / account holder | $22,034 | $12,013+83.4% | $10,363+112.6% | $13,397+64.5% |