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 | $836,844 | $209,832+298.8% | $189,513+341.6% | $167,490+399.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.84% | 748.27%-729.4pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $15,615 | $6,914+125.9% | $6,162+153.4% | $4,837+222.8% |
| Participant deferral / active EE | $11,281 | $8,935+26.3% | $8,221+37.2% | $6,341+77.9% |
| Admin fee / account holder | $18,182 | $14,293+27.2% | $12,045+51.0% | $12,309+47.7% |