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 | $974,284 | $177,572+448.7% | $154,803+529.4% | $142,382+584.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 190.18% | 65.07%+125.1pp | 58.88%+131.3pp | 217.08%-26.9pp |
| Employer contribution / active EE | $12,514 | $4,810+160.1% | $4,305+190.6% | $4,299+191.1% |
| Participant deferral / active EE | $9,884 | $6,272+57.6% | $5,540+78.4% | $6,507+51.9% |
| Admin fee / account holder | $1,637 | $16,786-90.2% | $14,329-88.6% | $12,624-87.0% |