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 | $572,588 | $209,832+172.9% | $189,513+202.1% | $167,490+241.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.51% | 748.27%-728.8pp | 555.15%-535.6pp | 478.56%-459.1pp |
| Employer contribution / active EE | $20,130 | $6,914+191.2% | $6,162+226.7% | $4,837+316.1% |
| Participant deferral / active EE | $11,995 | $8,935+34.2% | $8,221+45.9% | $6,341+89.2% |
| Admin fee / account holder | $3,772 | $14,293-73.6% | $12,045-68.7% | $12,309-69.4% |