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 6-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 | $541,137 | $74,888+622.6% | $71,209+659.9% | $142,382+280.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.01% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $32,612 | $2,854+1042.5% | $2,721+1098.5% | $4,299+658.6% |
| Participant deferral / active EE | $23,373 | $4,454+424.7% | $4,175+459.8% | $6,507+259.2% |
| Admin fee / account holder | $25,923 | $5,568+365.5% | $5,349+384.6% | $12,624+105.3% |