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 | $994,280 | $177,572+459.9% | $154,803+542.3% | $142,382+598.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 177.95% | 65.07%+112.9pp | 58.88%+119.1pp | 217.08%-39.1pp |
| Employer contribution / active EE | $25,592 | $4,810+432.0% | $4,305+494.4% | $4,299+495.3% |
| Participant deferral / active EE | $9,756 | $6,272+55.6% | $5,540+76.1% | $6,507+49.9% |
| Admin fee / account holder | $17,916 | $16,786+6.7% | $14,329+25.0% | $12,624+41.9% |