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 | $260,509 | $183,963+41.6% | $162,163+60.6% | $152,861+70.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.87% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $7,122 | $6,371+11.8% | $5,614+26.9% | $4,762+49.5% |
| Participant deferral / active EE | $8,962 | $8,034+11.6% | $7,298+22.8% | $5,850+53.2% |
| Admin fee / account holder | $4,453 | $13,121-66.1% | $10,843-58.9% | $11,596-61.6% |