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 | $641,380 | $109,817+484.0% | $98,442+551.5% | $167,490+282.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.82% | 1956.69%-1941.9pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $15,285 | $3,224+374.1% | $2,960+416.4% | $4,837+216.0% |
| Participant deferral / active EE | $12,061 | $4,673+158.1% | $4,276+182.0% | $6,341+90.2% |
| Admin fee / account holder | $35,035 | $6,753+418.8% | $5,949+488.9% | $12,309+184.6% |