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 | $302,826 | $209,832+44.3% | $189,513+59.8% | $167,490+80.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.81% | 748.27%-734.5pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,421 | $6,914-65.0% | $6,162-60.7% | $4,837-50.0% |
| Participant deferral / active EE | $8,299 | $8,935-7.1% | $8,221+0.9% | $6,341+30.9% |
| Admin fee / account holder | $1,919 | $14,293-86.6% | $12,045-84.1% | $12,309-84.4% |