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 | $751,115 | $138,562+442.1% | $246,525+204.7% | $116,875+542.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 50.83% | 16.14%+34.7pp | 0.46%+50.4pp | 16.29%+34.5pp |
| Employer contribution / active EE | $26,842 | $4,835+455.1% | $7,467+259.5% | $3,288+716.4% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $7,860 | $18,110-56.6% | $16,551-52.5% | $12,263-35.9% |