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 | $959,412 | $159,901+500.0% | $146,958+552.8% | $145,922+557.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.33% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $30,366 | $5,286+474.4% | $4,933+515.6% | $4,660+551.7% |
| Participant deferral / active EE | $18,506 | $8,428+119.6% | $8,070+129.3% | $6,688+176.7% |
| Admin fee / account holder | $18,298 | $15,044+21.6% | $12,998+40.8% | $13,397+36.6% |