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 | $293,588 | $209,832+39.9% | $189,513+54.9% | $167,490+75.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.31% | 748.27%-726.0pp | 555.15%-532.8pp | 478.56%-456.2pp |
| Employer contribution / active EE | $43,803 | $6,914+533.6% | $6,162+610.9% | $4,837+805.5% |
| Participant deferral / active EE | $25,467 | $8,935+185.0% | $8,221+209.8% | $6,341+301.6% |
| Admin fee / account holder | $6,614 | $14,293-53.7% | $12,045-45.1% | $12,309-46.3% |