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 | $945,391 | $202,318+367.3% | $172,739+447.3% | $152,861+518.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.01% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $37,000 | $5,856+531.8% | $5,143+619.4% | $4,762+676.9% |
| Participant deferral / active EE | $20,714 | $5,948+248.3% | $5,198+298.5% | $5,850+254.1% |
| Admin fee / account holder | $95,251 | $17,109+456.7% | $13,954+582.6% | $11,596+721.4% |