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 | $523,318 | $209,832+149.4% | $189,513+176.1% | $167,490+212.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.03% | 748.27%-733.2pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $22,994 | $6,914+232.6% | $6,162+273.2% | $4,837+375.3% |
| Participant deferral / active EE | $17,283 | $8,935+93.4% | $8,221+110.2% | $6,341+172.5% |
| Admin fee / account holder | $6,773 | $14,293-52.6% | $12,045-43.8% | $12,309-45.0% |