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 | $425,299 | $209,832+102.7% | $189,513+124.4% | $167,490+153.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.31% | 748.27%-735.0pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,300 | $6,914-66.7% | $6,162-62.7% | $4,837-52.4% |
| Participant deferral / active EE | $10,415 | $8,935+16.6% | $8,221+26.7% | $6,341+64.2% |
| Admin fee / account holder | $16,111 | $14,293+12.7% | $12,045+33.8% | $12,309+30.9% |