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 | $357,821 | $150,440+137.8% | $136,294+162.5% | $147,584+142.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.41% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,900 | $5,256-63.9% | $4,695-59.5% | $4,876-61.0% |
| Participant deferral / active EE | $12,324 | $6,630+85.9% | $6,247+97.3% | $5,439+126.6% |
| Admin fee / account holder | $907 | $10,905-91.7% | $9,243-90.2% | $10,885-91.7% |