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 9-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 | $1,160,362 | $104,486+1010.5% | $76,817+1410.6% | $152,861+659.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 14.59% | 1013.37%-998.8pp | 1166.11%-1151.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $23,367 | $3,116+650.0% | $2,302+915.0% | $4,762+390.7% |
| Participant deferral / active EE | $18,037 | $4,236+325.8% | $3,336+440.7% | $5,850+208.3% |
| Admin fee / account holder | $833,114 | $12,275+6686.9% | $6,420+12877.1% | $11,596+7084.2% |