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 7-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 | $392,046 | $209,832+86.8% | $189,513+106.9% | $167,490+134.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.25% | 748.27%-732.0pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,895 | $6,914-58.1% | $6,162-53.0% | $4,837-40.2% |
| Participant deferral / active EE | $9,475 | $8,935+6.0% | $8,221+15.3% | $6,341+49.4% |
| Admin fee / account holder | $1,242 | $14,293-91.3% | $12,045-89.7% | $12,309-89.9% |