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 | $2,738,039 | $159,901+1612.3% | $146,958+1763.1% | $145,922+1776.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $8,595 | $5,286+62.6% | $4,933+74.2% | $4,660+84.4% |
| Participant deferral / active EE | $25,848 | $8,428+206.7% | $8,070+220.3% | $6,688+286.5% |
| Admin fee / account holder | $17,535 | $15,044+16.6% | $12,998+34.9% | $13,397+30.9% |