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 | $797,087 | $209,832+279.9% | $189,513+320.6% | $167,490+375.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 26.16% | 748.27%-722.1pp | 555.15%-529.0pp | 478.56%-452.4pp |
| Employer contribution / active EE | $25,000 | $6,914+261.6% | $6,162+305.7% | $4,837+416.8% |
| Participant deferral / active EE | $10,300 | $8,935+15.3% | $8,221+25.3% | $6,341+62.4% |
| Admin fee / account holder | $24,960 | $14,293+74.6% | $12,045+107.2% | $12,309+102.8% |