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 | $333,056 | $209,832+58.7% | $189,513+75.7% | $167,490+98.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.22% | 748.27%-729.1pp | 555.15%-535.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $8,732 | $6,914+26.3% | $6,162+41.7% | $4,837+80.5% |
| Participant deferral / active EE | $3,828 | $8,935-57.2% | $8,221-53.4% | $6,341-39.6% |
| Admin fee / account holder | $2,340 | $14,293-83.6% | $12,045-80.6% | $12,309-81.0% |