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 | $1,561,492 | $93,571+1568.8% | $135,903+1049.0% | $75,163+1977.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 55.03% | 30.90%+24.1pp | 68.23%-13.2pp | 160.62%-105.6pp |
| Employer contribution / active EE | $10,399 | $3,537+194.0% | $4,856+114.1% | $2,670+289.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $97,362 | $6,975+1295.8% | $10,762+804.7% | $5,651+1622.9% |