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 | $706,186 | $202,432+248.9% | $169,368+317.0% | $139,434+406.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.10% | 531.74%-513.6pp | 405.60%-387.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $19,352 | $4,692+312.4% | $4,013+382.3% | $4,751+307.3% |
| Participant deferral / active EE | $12,295 | $6,938+77.2% | $6,221+97.6% | $6,710+83.2% |
| Admin fee / account holder | $13,278 | $10,708+24.0% | $9,003+47.5% | $11,403+16.4% |