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 | $440,764 | $88,751+396.6% | $81,812+438.8% | $145,922+202.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.78% | 1025.40%-1002.6pp | 773.79%-751.0pp | 561.29%-538.5pp |
| Employer contribution / active EE | $8,985 | $3,083+191.4% | $2,912+208.5% | $4,660+92.8% |
| Participant deferral / active EE | $13,820 | $4,643+197.6% | $4,319+220.0% | $6,688+106.6% |
| Admin fee / account holder | $437 | $8,415-94.8% | $7,386-94.1% | $13,397-96.7% |