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 9-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 | $538,853 | $202,318+166.3% | $172,739+211.9% | $152,861+252.5% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 20.32% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $21,634 | $5,856+269.4% | $5,143+320.7% | $4,762+354.3% |
| Participant deferral / active EE | $13,927 | $5,948+134.1% | $5,198+167.9% | $5,850+138.1% |
| Admin fee / account holder | $19,095 | $17,109+11.6% | $13,954+36.8% | $11,596+64.7% |