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 | $303,181 | $183,963+64.8% | $162,163+87.0% | $152,861+98.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.72% | 150.76%-133.0pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $7,364 | $6,371+15.6% | $5,614+31.2% | $4,762+54.6% |
| Participant deferral / active EE | $10,882 | $8,034+35.5% | $7,298+49.1% | $5,850+86.0% |
| Admin fee / account holder | $4,196 | $13,121-68.0% | $10,843-61.3% | $11,596-63.8% |