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 | $827,065 | $165,984+398.3% | $164,813+401.8% | $145,922+466.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.5pp |
| Employer contribution / active EE | $11,411 | $5,273+116.4% | $4,341+162.9% | $4,660+144.9% |
| Participant deferral / active EE | $13,483 | $6,959+93.8% | $6,031+123.5% | $6,688+101.6% |
| Admin fee / account holder | $269,008 | $16,648+1515.9% | $12,690+2019.9% | $13,397+1908.0% |