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 | $873,344 | $201,272+333.9% | $184,203+374.1% | $145,922+498.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 92.18% | 29.00%+63.2pp | 28.81%+63.4pp | 561.29%-469.1pp |
| Employer contribution / active EE | $35,784 | $7,022+409.6% | $6,427+456.8% | $4,660+668.0% |
| Participant deferral / active EE | $22,927 | $9,806+133.8% | $9,131+151.1% | $6,688+242.8% |
| Admin fee / account holder | $103,673 | $16,364+533.6% | $13,901+645.8% | $13,397+673.9% |