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 | $724,389 | $107,334+574.9% | $92,893+679.8% | $152,861+373.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.18% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $14,029 | $4,221+232.4% | $3,653+284.1% | $4,762+194.6% |
| Participant deferral / active EE | $8,393 | $4,845+73.2% | $4,236+98.1% | $5,850+43.5% |
| Admin fee / account holder | $13,678 | $7,079+93.2% | $5,794+136.1% | $11,596+17.9% |