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 | $641,520 | $202,318+217.1% | $172,739+271.4% | $152,861+319.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.47% | 1029.65%-1016.2pp | 802.84%-789.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $30,688 | $5,856+424.0% | $5,143+496.7% | $4,762+544.4% |
| Participant deferral / active EE | $20,760 | $5,948+249.0% | $5,198+299.4% | $5,850+254.9% |
| Admin fee / account holder | $1,942 | $17,109-88.6% | $13,954-86.1% | $11,596-83.3% |