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 | $983,524 | $158,398+520.9% | $126,539+677.3% | $142,382+590.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.09% | 593.76%-574.7pp | 425.95%-406.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $26,481 | $4,650+469.5% | $3,674+620.7% | $4,299+516.0% |
| Participant deferral / active EE | $15,500 | $4,767+225.2% | $4,083+279.7% | $6,507+138.2% |
| Admin fee / account holder | $753 | $6,918-89.1% | $6,065-87.6% | $12,624-94.0% |