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 9-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 | $648,067 | $150,440+330.8% | $136,294+375.5% | $147,584+339.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.99% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $33,076 | $5,256+529.3% | $4,695+604.4% | $4,876+578.3% |
| Participant deferral / active EE | $21,000 | $6,630+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $4,470 | $10,905-59.0% | $9,243-51.6% | $10,885-58.9% |