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 | $908,629 | $109,881+726.9% | $150,045+505.6% | $84,808+971.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 162.87% | 28.25%+134.6pp | 62.55%+100.3pp | 40.90%+122.0pp |
| Employer contribution / active EE | $1,399 | $3,561-60.7% | $4,693-70.2% | $2,631-46.8% |
| Participant deferral / active EE | $6,556 | $6,636-1.2% | $7,997-18.0% | $4,212+55.7% |
| Admin fee / account holder | $91,198 | $8,568+964.4% | $13,435+578.8% | $7,344+1141.8% |