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 5-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 | $377,532 | $96,305+292.0% | $80,569+368.6% | $139,434+170.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.74% | 1350.08%-1328.3pp | 935.43%-913.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $32,008 | $3,262+881.2% | $2,723+1075.3% | $4,751+573.7% |
| Participant deferral / active EE | $16,667 | $5,232+218.6% | $4,447+274.7% | $6,710+148.4% |
| Admin fee / account holder | $1,539 | $6,599-76.7% | $5,377-71.4% | $11,403-86.5% |