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 | $530,018 | $57,281+825.3% | $86,612+511.9% | $75,163+605.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.99% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $26,071 | $2,314+1026.5% | $3,022+762.6% | $2,670+876.5% |
| Participant deferral / active EE | $7,749 | $3,318+133.6% | $4,438+74.6% | $4,125+87.9% |
| Admin fee / account holder | $5,066 | $4,112+23.2% | $5,614-9.8% | $5,651-10.4% |