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 | $268,471 | $202,318+32.7% | $172,739+55.4% | $152,861+75.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.05% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $10,200 | $5,856+74.2% | $5,143+98.3% | $4,762+114.2% |
| Participant deferral / active EE | $13,101 | $5,948+120.3% | $5,198+152.1% | $5,850+123.9% |
| Admin fee / account holder | $17,491 | $17,109+2.2% | $13,954+25.3% | $11,596+50.8% |