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 | $2,246,084 | $102,317+2095.2% | $146,958+1428.4% | $80,856+2677.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.06% | 134.76%-112.7pp | 418.34%-396.3pp | 35.59%-13.5pp |
| Employer contribution / active EE | $10,851 | $3,713+192.2% | $4,933+120.0% | $2,755+293.9% |
| Participant deferral / active EE | $9,567 | $6,644+44.0% | $8,070+18.5% | $4,296+122.7% |
| Admin fee / account holder | $65,000 | $7,941+718.5% | $12,998+400.1% | $6,918+839.6% |