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 | $859,250 | $159,901+437.4% | $146,958+484.7% | $145,922+488.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $36,631 | $5,286+593.0% | $4,933+642.6% | $4,660+686.1% |
| Participant deferral / active EE | $19,385 | $8,428+130.0% | $8,070+140.2% | $6,688+189.9% |
| Admin fee / account holder | $4,210 | $15,044-72.0% | $12,998-67.6% | $13,397-68.6% |