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 | $615,439 | $70,587+771.9% | $124,672+393.6% | $85,850+616.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.04% | 20688.83%-20675.8pp | 5142.93%-5129.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $7,943 | $1,913+315.1% | $3,324+139.0% | $2,565+209.6% |
| Participant deferral / active EE | $7,785 | $2,969+162.2% | $4,614+68.7% | $3,952+97.0% |
| Admin fee / account holder | $14,957 | $5,282+183.2% | $7,493+99.6% | $6,260+138.9% |