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 | $811,841 | $159,901+407.7% | $146,958+452.4% | $145,922+456.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $25,284 | $5,286+378.3% | $4,933+412.6% | $4,660+442.6% |
| Participant deferral / active EE | $3,368 | $8,428-60.0% | $8,070-58.3% | $6,688-49.6% |
| Admin fee / account holder | $133,406 | $15,044+786.8% | $12,998+926.3% | $13,397+895.8% |