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 | $553,876 | $150,440+268.2% | $136,294+306.4% | $147,584+275.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.51% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $8,972 | $5,256+70.7% | $4,695+91.1% | $4,876+84.0% |
| Participant deferral / active EE | $7,737 | $6,630+16.7% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $12,454 | $10,905+14.2% | $9,243+34.7% | $10,885+14.4% |