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 | $546,083 | $202,318+169.9% | $172,739+216.1% | $152,861+257.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.24% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $6,986 | $5,856+19.3% | $5,143+35.8% | $4,762+46.7% |
| Participant deferral / active EE | $4,391 | $5,948-26.2% | $5,198-15.5% | $5,850-24.9% |
| Admin fee / account holder | $5,023 | $17,109-70.6% | $13,954-64.0% | $11,596-56.7% |