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 | $407,081 | $88,751+358.7% | $81,812+397.6% | $145,922+179.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.16% | 1025.40%-1001.2pp | 773.79%-749.6pp | 561.29%-537.1pp |
| Employer contribution / active EE | $40,875 | $3,083+1225.7% | $2,912+1303.5% | $4,660+777.2% |
| Participant deferral / active EE | $19,625 | $4,643+322.7% | $4,319+354.4% | $6,688+193.4% |
| Admin fee / account holder | $69,463 | $8,415+725.4% | $7,386+840.5% | $13,397+418.5% |