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 | $305,963 | $209,832+45.8% | $189,513+61.4% | $167,490+82.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.80% | 748.27%-733.5pp | 555.15%-540.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $11,602 | $6,914+67.8% | $6,162+88.3% | $4,837+139.8% |
| Participant deferral / active EE | $22,681 | $8,935+153.8% | $8,221+175.9% | $6,341+257.7% |
| Admin fee / account holder | $2,237 | $14,293-84.3% | $12,045-81.4% | $12,309-81.8% |