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 | $921,133 | $138,044+567.3% | $125,339+634.9% | $134,475+585.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.27% | 750.33%-743.1pp | 572.05%-564.8pp | 417.96%-410.7pp |
| Employer contribution / active EE | $4,873 | $5,243-7.1% | $4,814+1.2% | $4,740+2.8% |
| Participant deferral / active EE | $19,201 | $7,799+146.2% | $7,446+157.9% | $6,400+200.0% |
| Admin fee / account holder | $17,960 | $11,571+55.2% | $10,010+79.4% | $11,426+57.2% |