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 | $539,280 | $150,187+259.1% | $120,354+348.1% | $145,922+269.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.29% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $26,219 | $4,348+503.1% | $3,463+657.2% | $4,660+462.7% |
| Participant deferral / active EE | $2,375 | $6,173-61.5% | $4,991-52.4% | $6,688-64.5% |
| Admin fee / account holder | $5,667 | $12,207-53.6% | $9,423-39.9% | $13,397-57.7% |