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 | $361,161 | $203,436+77.5% | $152,466+136.9% | $167,490+115.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 37.84% | 13.80%+24.0pp | 757.33%-719.5pp | 478.56%-440.7pp |
| Employer contribution / active EE | $3,665 | $5,220-29.8% | $4,327-15.3% | $4,837-24.2% |
| Participant deferral / active EE | $8,079 | $6,716+20.3% | $5,820+38.8% | $6,341+27.4% |
| Admin fee / account holder | $9,604 | $22,506-57.3% | $15,805-39.2% | $12,309-22.0% |