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 | $850,779 | $209,832+305.5% | $189,513+348.9% | $167,490+408.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.83% | 748.27%-727.4pp | 555.15%-534.3pp | 478.56%-457.7pp |
| Employer contribution / active EE | $19,656 | $6,914+184.3% | $6,162+219.0% | $4,837+306.3% |
| Participant deferral / active EE | $20,262 | $8,935+126.8% | $8,221+146.5% | $6,341+219.5% |
| Admin fee / account holder | $15,108 | $14,293+5.7% | $12,045+25.4% | $12,309+22.7% |