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 | $513,292 | $96,305+433.0% | $80,569+537.1% | $139,434+268.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.57% | 1350.08%-1335.5pp | 935.43%-920.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $12,207 | $3,262+274.2% | $2,723+348.2% | $4,751+156.9% |
| Participant deferral / active EE | $18,277 | $5,232+249.3% | $4,447+311.0% | $6,710+172.4% |
| Admin fee / account holder | $25,948 | $6,599+293.2% | $5,377+382.6% | $11,403+127.6% |