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 | $758,255 | $108,919+596.2% | $100,391+655.3% | $145,922+419.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.97% | 57.88%-45.9pp | 49.20%-37.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,477 | $4,419+69.2% | $3,942+89.7% | $4,660+60.5% |
| Participant deferral / active EE | $19,662 | $8,445+132.8% | $8,082+143.3% | $6,688+194.0% |
| Admin fee / account holder | $10,092 | $9,689+4.2% | $7,899+27.8% | $13,397-24.7% |