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 | $677,612 | $202,318+234.9% | $172,739+292.3% | $152,861+343.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.34% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $6,012 | $5,856+2.7% | $5,143+16.9% | $4,762+26.2% |
| Participant deferral / active EE | $16,823 | $5,948+182.8% | $5,198+223.7% | $5,850+187.6% |
| Admin fee / account holder | $107,670 | $17,109+529.3% | $13,954+671.6% | $11,596+828.5% |