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 | $546,098 | $88,751+515.3% | $81,812+567.5% | $145,922+274.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.20% | 1025.40%-1005.2pp | 773.79%-753.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $26,868 | $3,083+771.4% | $2,912+822.6% | $4,660+476.6% |
| Participant deferral / active EE | $1,429 | $4,643-69.2% | $4,319-66.9% | $6,688-78.6% |
| Admin fee / account holder | $47,459 | $8,415+464.0% | $7,386+542.6% | $13,397+254.3% |