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 | $739,513 | $202,318+265.5% | $172,739+328.1% | $152,861+383.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.59% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $16,457 | $5,856+181.0% | $5,143+220.0% | $4,762+245.6% |
| Participant deferral / active EE | $10,208 | $5,948+71.6% | $5,198+96.4% | $5,850+74.5% |
| Admin fee / account holder | $3,485 | $17,109-79.6% | $13,954-75.0% | $11,596-69.9% |