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 | $394,860 | $209,832+88.2% | $189,513+108.4% | $167,490+135.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.19% | 748.27%-732.1pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $5,928 | $6,914-14.3% | $6,162-3.8% | $4,837+22.5% |
| Participant deferral / active EE | $16,208 | $8,935+81.4% | $8,221+97.2% | $6,341+155.6% |
| Admin fee / account holder | $1,695 | $14,293-88.1% | $12,045-85.9% | $12,309-86.2% |