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 3-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 | $558,164 | $183,519+204.1% | $155,509+258.9% | $145,922+282.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 91.83% | 61.17%+30.7pp | 64.67%+27.2pp | 561.29%-469.5pp |
| Employer contribution / active EE | $7,440 | $5,313+40.0% | $4,672+59.2% | $4,660+59.7% |
| Participant deferral / active EE | $31,077 | $6,462+380.9% | $5,626+452.4% | $6,688+364.7% |
| Admin fee / account holder | $5,330 | $19,313-72.4% | $15,912-66.5% | $13,397-60.2% |