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 | $828,911 | $124,185+567.5% | $108,410+664.6% | $167,490+394.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.62% | 1379.64%-1360.0pp | 905.27%-885.7pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,057 | $4,187-27.0% | $3,558-14.1% | $4,837-36.8% |
| Participant deferral / active EE | $11,588 | $6,908+67.7% | $6,563+76.6% | $6,341+82.7% |
| Admin fee / account holder | $25,518 | $9,455+169.9% | $7,295+249.8% | $12,309+107.3% |