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 | $708,925 | $138,044+413.5% | $125,339+465.6% | $134,475+427.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 20.69% | 750.33%-729.6pp | 572.05%-551.4pp | 417.96%-397.3pp |
| Employer contribution / active EE | $12,148 | $5,243+131.7% | $4,814+152.4% | $4,740+156.3% |
| Participant deferral / active EE | $15,604 | $7,799+100.1% | $7,446+109.6% | $6,400+143.8% |
| Admin fee / account holder | $60,618 | $11,571+423.9% | $10,010+505.6% | $11,426+430.5% |