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 | $351,569 | $209,832+67.5% | $189,513+85.5% | $167,490+109.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.65% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $6,310 | $6,914-8.7% | $6,162+2.4% | $4,837+30.4% |
| Participant deferral / active EE | $12,776 | $8,935+43.0% | $8,221+55.4% | $6,341+101.5% |
| Admin fee / account holder | $3,678 | $14,293-74.3% | $12,045-69.5% | $12,309-70.1% |