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 | $531,502 | $102,604+418.0% | $86,188+516.7% | $139,434+281.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.80% | 1922.51%-1908.7pp | 1168.45%-1154.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $8,650 | $3,032+185.3% | $2,380+263.4% | $4,751+82.1% |
| Participant deferral / active EE | $30,000 | $4,676+541.6% | $3,985+652.8% | $6,710+347.1% |
| Admin fee / account holder | $7,033 | $8,657-18.8% | $6,852+2.7% | $11,403-38.3% |