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 | $250,087 | $160,055+56.3% | $140,016+78.6% | $135,375+84.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.67% | 911.38%-903.7pp | 651.12%-643.4pp | 519.73%-512.1pp |
| Employer contribution / active EE | $18,540 | $6,420+188.8% | $5,606+230.7% | $4,779+288.0% |
| Participant deferral / active EE | $12,169 | $7,642+59.2% | $6,927+75.7% | $5,609+117.0% |
| Admin fee / account holder | $287,722 | $13,328+2058.8% | $10,705+2587.6% | $10,827+2557.4% |