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 | $267,956 | $160,055+67.4% | $140,016+91.4% | $135,375+97.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.81% | 911.38%-902.6pp | 651.12%-642.3pp | 519.73%-510.9pp |
| Employer contribution / active EE | $4,817 | $6,420-25.0% | $5,606-14.1% | $4,779+0.8% |
| Participant deferral / active EE | $5,405 | $7,642-29.3% | $6,927-22.0% | $5,609-3.6% |
| Admin fee / account holder | $21,141 | $13,328+58.6% | $10,705+97.5% | $10,827+95.3% |