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 | $503,415 | $159,901+214.8% | $146,958+242.6% | $145,922+245.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $42,243 | $5,286+699.1% | $4,933+756.3% | $4,660+806.6% |
| Participant deferral / active EE | $33,083 | $8,428+292.5% | $8,070+310.0% | $6,688+394.7% |
| Admin fee / account holder | $912,246 | $15,044+5963.9% | $12,998+6918.3% | $13,397+6709.3% |