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 | $740,457 | $114,047+549.3% | $96,139+670.2% | $167,490+342.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 25.14% | 189.88%-164.7pp | 191.94%-166.8pp | 478.56%-453.4pp |
| Employer contribution / active EE | $16,911 | $3,427+393.5% | $2,797+504.6% | $4,837+249.6% |
| Participant deferral / active EE | $14,688 | $5,194+182.8% | $4,349+237.7% | $6,341+131.6% |
| Admin fee / account holder | $138,525 | $6,897+1908.6% | $5,537+2401.9% | $12,309+1025.4% |