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 | $359,147 | $209,832+71.2% | $189,513+89.5% | $167,490+114.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.40% | 748.27%-736.9pp | 555.15%-543.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,085 | $6,914-26.4% | $6,162-17.5% | $4,837+5.1% |
| Participant deferral / active EE | $7,130 | $8,935-20.2% | $8,221-13.3% | $6,341+12.4% |
| Admin fee / account holder | $6,461 | $14,293-54.8% | $12,045-46.4% | $12,309-47.5% |