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 | $275,251 | $209,832+31.2% | $189,513+45.2% | $167,490+64.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.17% | 748.27%-737.1pp | 555.15%-544.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $7,719 | $6,914+11.6% | $6,162+25.3% | $4,837+59.6% |
| Participant deferral / active EE | $15,038 | $8,935+68.3% | $8,221+82.9% | $6,341+137.1% |
| Admin fee / account holder | $1,160 | $14,293-91.9% | $12,045-90.4% | $12,309-90.6% |