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 | $803,639 | $159,901+402.6% | $146,958+446.8% | $145,922+450.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,360 | $5,286-55.4% | $4,933-52.2% | $4,660-49.4% |
| Participant deferral / active EE | $16,500 | $8,428+95.8% | $8,070+104.5% | $6,688+146.7% |
| Admin fee / account holder | $4,000 | $15,044-73.4% | $12,998-69.2% | $13,397-70.1% |