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 | $511,054 | $209,832+143.6% | $189,513+169.7% | $167,490+205.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.73% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $6,650 | $6,914-3.8% | $6,162+7.9% | $4,837+37.5% |
| Participant deferral / active EE | $10,937 | $8,935+22.4% | $8,221+33.0% | $6,341+72.5% |
| Admin fee / account holder | $5,006 | $14,293-65.0% | $12,045-58.4% | $12,309-59.3% |