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 | $515,852 | $202,318+155.0% | $172,739+198.6% | $152,861+237.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.02% | 1029.65%-1000.6pp | 802.84%-773.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $14,469 | $5,856+147.1% | $5,143+181.3% | $4,762+203.8% |
| Participant deferral / active EE | $10,542 | $5,948+77.2% | $5,198+102.8% | $5,850+80.2% |
| Admin fee / account holder | $2,780 | $17,109-83.8% | $13,954-80.1% | $11,596-76.0% |