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 | $470,426 | $202,318+132.5% | $172,739+172.3% | $152,861+207.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.09% | 1029.65%-1003.6pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,145 | $5,856-29.2% | $5,143-19.4% | $4,762-13.0% |
| Participant deferral / active EE | $6,480 | $5,948+8.9% | $5,198+24.7% | $5,850+10.8% |
| Admin fee / account holder | $20,575 | $17,109+20.3% | $13,954+47.4% | $11,596+77.4% |