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 9-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 | $987,793 | $159,901+517.8% | $146,958+572.2% | $145,922+576.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $21,152 | $5,286+300.1% | $4,933+328.8% | $4,660+353.9% |
| Participant deferral / active EE | $17,252 | $8,428+104.7% | $8,070+113.8% | $6,688+158.0% |
| Admin fee / account holder | $41,000 | $15,044+172.5% | $12,998+215.4% | $13,397+206.0% |