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 | $274,389 | $150,440+82.4% | $136,294+101.3% | $147,584+85.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.64% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $6,884 | $5,256+31.0% | $4,695+46.6% | $4,876+41.2% |
| Participant deferral / active EE | $10,589 | $6,630+59.7% | $6,247+69.5% | $5,439+94.7% |
| Admin fee / account holder | $10,453 | $10,905-4.1% | $9,243+13.1% | $10,885-4.0% |