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 | $416,757 | $88,751+369.6% | $81,812+409.4% | $145,922+185.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.80% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $13,540 | $3,083+339.1% | $2,912+364.9% | $4,660+190.6% |
| Participant deferral / active EE | $4,777 | $4,643+2.9% | $4,319+10.6% | $6,688-28.6% |
| Admin fee / account holder | $14,008 | $8,415+66.5% | $7,386+89.7% | $13,397+4.6% |