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 | $372,299 | $202,318+84.0% | $172,739+115.5% | $152,861+143.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.43% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $10,944 | $5,856+86.9% | $5,143+112.8% | $4,762+129.8% |
| Participant deferral / active EE | $13,491 | $5,948+126.8% | $5,198+159.6% | $5,850+130.6% |
| Admin fee / account holder | $40,102 | $17,109+134.4% | $13,954+187.4% | $11,596+245.8% |