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 | $376,463 | $202,432+86.0% | $169,368+122.3% | $139,434+170.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.18% | 531.74%-520.6pp | 405.60%-394.4pp | 372.94%-361.8pp |
| Employer contribution / active EE | $14,215 | $4,692+203.0% | $4,013+254.3% | $4,751+199.2% |
| Participant deferral / active EE | $6,780 | $6,938-2.3% | $6,221+9.0% | $6,710+1.0% |
| Admin fee / account holder | $12,135 | $10,708+13.3% | $9,003+34.8% | $11,403+6.4% |