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 | $340,091 | $209,832+62.1% | $189,513+79.5% | $167,490+103.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.15% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,056 | $6,914-41.3% | $6,162-34.2% | $4,837-16.2% |
| Participant deferral / active EE | $4,713 | $8,935-47.3% | $8,221-42.7% | $6,341-25.7% |
| Admin fee / account holder | $73,136 | $14,293+411.7% | $12,045+507.2% | $12,309+494.2% |