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 | $1,275,313 | $202,318+530.4% | $172,739+638.3% | $152,861+734.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.97% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $34,896 | $5,856+495.9% | $5,143+578.5% | $4,762+632.8% |
| Participant deferral / active EE | $21,602 | $5,948+263.2% | $5,198+315.6% | $5,850+269.3% |
| Admin fee / account holder | $23,012 | $17,109+34.5% | $13,954+64.9% | $11,596+98.4% |