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 | $775,140 | $159,901+384.8% | $146,958+427.5% | $145,922+431.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.82% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $18,916 | $5,286+257.8% | $4,933+283.5% | $4,660+305.9% |
| Participant deferral / active EE | $15,688 | $8,428+86.1% | $8,070+94.4% | $6,688+134.6% |
| Admin fee / account holder | $53,099 | $15,044+253.0% | $12,998+308.5% | $13,397+296.4% |