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 | $714,909 | $158,398+351.3% | $126,539+465.0% | $142,382+402.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.02% | 593.76%-576.7pp | 425.95%-408.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $22,561 | $4,650+385.2% | $3,674+514.1% | $4,299+424.8% |
| Participant deferral / active EE | $15,020 | $4,767+215.1% | $4,083+267.9% | $6,507+130.8% |
| Admin fee / account holder | $2,484 | $6,918-64.1% | $6,065-59.0% | $12,624-80.3% |