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 | $589,843 | $159,901+268.9% | $146,958+301.4% | $145,922+304.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $14,286 | $5,286+170.3% | $4,933+189.6% | $4,660+206.6% |
| Participant deferral / active EE | $12,164 | $8,428+44.3% | $8,070+50.7% | $6,688+81.9% |
| Admin fee / account holder | $983 | $15,044-93.5% | $12,998-92.4% | $13,397-92.7% |