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 | $412,434 | $209,832+96.6% | $189,513+117.6% | $167,490+146.2% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 13.86% | 748.27%-734.4pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $22,477 | $6,914+225.1% | $6,162+264.8% | $4,837+364.6% |
| Participant deferral / active EE | $16,286 | $8,935+82.3% | $8,221+98.1% | $6,341+156.8% |
| Admin fee / account holder | $162,918 | $14,293+1039.8% | $12,045+1252.6% | $12,309+1223.6% |