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 | $542,689 | $209,832+158.6% | $189,513+186.4% | $167,490+224.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.04% | 748.27%-737.2pp | 555.15%-544.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $30,855 | $6,914+346.3% | $6,162+400.8% | $4,837+537.8% |
| Participant deferral / active EE | $8,035 | $8,935-10.1% | $8,221-2.3% | $6,341+26.7% |
| Admin fee / account holder | $21,452 | $14,293+50.1% | $12,045+78.1% | $12,309+74.3% |