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 | $619,029 | $150,440+311.5% | $136,294+354.2% | $147,584+319.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.45% | 1049.08%-1037.6pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $20,625 | $5,256+292.4% | $4,695+339.3% | $4,876+323.0% |
| Participant deferral / active EE | $15,136 | $6,630+128.3% | $6,247+142.3% | $5,439+178.3% |
| Admin fee / account holder | $2,394 | $10,905-78.0% | $9,243-74.1% | $10,885-78.0% |