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 | $652,905 | $124,185+425.8% | $108,410+502.3% | $167,490+289.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.99% | 1379.64%-1369.7pp | 905.27%-895.3pp | 478.56%-468.6pp |
| Employer contribution / active EE | $17,438 | $4,187+316.5% | $3,558+390.0% | $4,837+260.5% |
| Participant deferral / active EE | $26,000 | $6,908+276.4% | $6,563+296.2% | $6,341+310.0% |
| Admin fee / account holder | $2,293 | $9,455-75.7% | $7,295-68.6% | $12,309-81.4% |