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 | $666,152 | $102,317+551.1% | $146,958+353.3% | $80,856+723.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.10% | 134.76%-115.7pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $8,690 | $3,713+134.0% | $4,933+76.2% | $2,755+215.5% |
| Participant deferral / active EE | $23,352 | $6,644+251.5% | $8,070+189.4% | $4,296+443.6% |
| Admin fee / account holder | $26,881 | $7,941+238.5% | $12,998+106.8% | $6,918+288.6% |