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 | $759,730 | $202,318+275.5% | $172,739+339.8% | $152,861+397.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.95% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $14,480 | $5,856+147.3% | $5,143+181.6% | $4,762+204.1% |
| Participant deferral / active EE | $10,959 | $5,948+84.3% | $5,198+110.9% | $5,850+87.3% |
| Admin fee / account holder | $3,423 | $17,109-80.0% | $13,954-75.5% | $11,596-70.5% |