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 | $511,959 | $183,963+178.3% | $162,163+215.7% | $152,861+234.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.40% | 150.76%-133.4pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $14,800 | $6,371+132.3% | $5,614+163.6% | $4,762+210.8% |
| Participant deferral / active EE | $15,076 | $8,034+87.7% | $7,298+106.6% | $5,850+157.7% |
| Admin fee / account holder | $9,100 | $13,121-30.6% | $10,843-16.1% | $11,596-21.5% |