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 | $684,188 | $102,317+568.7% | $146,958+365.6% | $80,856+746.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.61% | 134.76%-116.2pp | 418.34%-399.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $14,159 | $3,713+281.3% | $4,933+187.0% | $2,755+414.0% |
| Participant deferral / active EE | $12,237 | $6,644+84.2% | $8,070+51.6% | $4,296+184.9% |
| Admin fee / account holder | $40,434 | $7,941+409.2% | $12,998+211.1% | $6,918+484.5% |