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 | $396,374 | $209,832+88.9% | $189,513+109.2% | $167,490+136.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.37% | 748.27%-736.9pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $3,395 | $6,914-50.9% | $6,162-44.9% | $4,837-29.8% |
| Participant deferral / active EE | $6,939 | $8,935-22.3% | $8,221-15.6% | $6,341+9.4% |
| Admin fee / account holder | $9,126 | $14,293-36.2% | $12,045-24.2% | $12,309-25.9% |