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 | $686,024 | $88,751+673.0% | $81,812+738.5% | $145,922+370.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.28% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $16,950 | $3,083+449.7% | $2,912+482.0% | $4,660+263.8% |
| Participant deferral / active EE | $16,184 | $4,643+248.6% | $4,319+274.8% | $6,688+142.0% |
| Admin fee / account holder | $2,636 | $8,415-68.7% | $7,386-64.3% | $13,397-80.3% |