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 | $752,049 | $110,502+580.6% | $80,716+831.7% | $167,490+349.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 25.30% | 120.54%-95.2pp | 87.28%-62.0pp | 478.56%-453.3pp |
| Employer contribution / active EE | $930 | $1,543-39.7% | $1,160-19.8% | $4,837-80.8% |
| Participant deferral / active EE | $5,000 | $2,871+74.2% | $2,146+133.0% | $6,341-21.2% |
| Admin fee / account holder | $8,950 | $4,545+96.9% | $3,380+164.8% | $12,309-27.3% |