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 | $687,004 | $209,832+227.4% | $189,513+262.5% | $167,490+310.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.67% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $12,000 | $6,914+73.6% | $6,162+94.8% | $4,837+148.1% |
| Participant deferral / active EE | $13,522 | $8,935+51.3% | $8,221+64.5% | $6,341+113.2% |
| Admin fee / account holder | $4,114 | $14,293-71.2% | $12,045-65.8% | $12,309-66.6% |