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 | $952,412 | $202,318+370.8% | $172,739+451.4% | $152,861+523.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.99% | 1029.65%-1010.7pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $52,529 | $5,856+797.0% | $5,143+921.4% | $4,762+1003.0% |
| Participant deferral / active EE | $12,150 | $5,948+104.3% | $5,198+133.8% | $5,850+107.7% |
| Admin fee / account holder | $124,437 | $17,109+627.3% | $13,954+791.8% | $11,596+973.1% |