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 | $579,874 | $201,272+188.1% | $184,203+214.8% | $145,922+297.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 61.18% | 29.00%+32.2pp | 28.81%+32.4pp | 561.29%-500.1pp |
| Employer contribution / active EE | $14,909 | $7,022+112.3% | $6,427+132.0% | $4,660+220.0% |
| Participant deferral / active EE | $17,100 | $9,806+74.4% | $9,131+87.3% | $6,688+155.7% |
| Admin fee / account holder | $56,217 | $16,364+243.5% | $13,901+304.4% | $13,397+319.6% |