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 | $643,472 | $202,318+218.1% | $172,739+272.5% | $152,861+321.0% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 18.03% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $24,667 | $5,856+321.2% | $5,143+379.6% | $4,762+418.0% |
| Participant deferral / active EE | $16,778 | $5,948+182.1% | $5,198+222.8% | $5,850+186.8% |
| Admin fee / account holder | $32,588 | $17,109+90.5% | $13,954+133.5% | $11,596+181.0% |