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 | $703,892 | $114,047+517.2% | $96,139+632.2% | $167,490+320.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.59% | 189.88%-171.3pp | 191.94%-173.4pp | 478.56%-460.0pp |
| Employer contribution / active EE | $9,558 | $3,427+178.9% | $2,797+241.7% | $4,837+97.6% |
| Participant deferral / active EE | $19,606 | $5,194+277.5% | $4,349+350.8% | $6,341+209.2% |
| Admin fee / account holder | $11,871 | $6,897+72.1% | $5,537+114.4% | $12,309-3.6% |