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 7-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 | $403,682 | $209,832+92.4% | $189,513+113.0% | $167,490+141.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.18% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $30,731 | $6,914+344.5% | $6,162+398.8% | $4,837+535.3% |
| Participant deferral / active EE | $21,181 | $8,935+137.1% | $8,221+157.6% | $6,341+234.0% |
| Admin fee / account holder | $3,430 | $14,293-76.0% | $12,045-71.5% | $12,309-72.1% |