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 | $364,813 | $183,963+98.3% | $162,163+125.0% | $152,861+138.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.82% | 150.76%-131.9pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $7,337 | $6,371+15.2% | $5,614+30.7% | $4,762+54.1% |
| Participant deferral / active EE | $11,369 | $8,034+41.5% | $7,298+55.8% | $5,850+94.3% |
| Admin fee / account holder | $1,210 | $13,121-90.8% | $10,843-88.8% | $11,596-89.6% |