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 | $282,116 | $183,963+53.4% | $162,163+74.0% | $152,861+84.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.82% | 150.76%-134.9pp | 115.59%-99.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,485 | $6,371-45.3% | $5,614-37.9% | $4,762-26.8% |
| Participant deferral / active EE | $12,811 | $8,034+59.5% | $7,298+75.5% | $5,850+119.0% |
| Admin fee / account holder | $41,778 | $13,121+218.4% | $10,843+285.3% | $11,596+260.3% |