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 | $846,175 | $96,635+775.6% | $86,612+877.0% | $139,434+506.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.14% | 106.41%-82.3pp | 591.07%-566.9pp | 372.94%-348.8pp |
| Employer contribution / active EE | $24,999 | $3,263+666.1% | $3,022+727.1% | $4,751+426.2% |
| Participant deferral / active EE | $22,875 | $4,836+373.0% | $4,438+415.5% | $6,710+240.9% |
| Admin fee / account holder | $4,322 | $6,408-32.5% | $5,614-23.0% | $11,403-62.1% |