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 | $680,369 | $88,751+666.6% | $81,812+731.6% | $145,922+366.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.31% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,189 | $3,083+3.4% | $2,912+9.5% | $4,660-31.6% |
| Participant deferral / active EE | $4,490 | $4,643-3.3% | $4,319+4.0% | $6,688-32.9% |
| Admin fee / account holder | $5,580 | $8,415-33.7% | $7,386-24.5% | $13,397-58.4% |