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 | $804,581 | $133,922+500.8% | $116,228+592.2% | $142,382+465.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.58% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $13,430 | $3,446+289.8% | $2,994+348.5% | $4,299+212.4% |
| Participant deferral / active EE | $10,884 | $5,672+91.9% | $4,953+119.7% | $6,507+67.3% |
| Admin fee / account holder | $23,450 | $14,945+56.9% | $11,989+95.6% | $12,624+85.8% |