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 | $579,542 | $202,318+186.5% | $172,739+235.5% | $152,861+279.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.86% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $19,177 | $5,856+227.5% | $5,143+272.9% | $4,762+302.7% |
| Participant deferral / active EE | $11,539 | $5,948+94.0% | $5,198+122.0% | $5,850+97.2% |
| Admin fee / account holder | $7,344 | $17,109-57.1% | $13,954-47.4% | $11,596-36.7% |