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 | $1,863,738 | $70,606+2539.6% | $53,898+3357.9% | $142,382+1209.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 24.46% | 619.81%-595.4pp | 528.60%-504.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $66,925 | $1,202+5467.3% | $932+7080.4% | $4,299+1456.7% |
| Participant deferral / active EE | $6,675 | $2,364+182.4% | $1,826+265.5% | $6,507+2.6% |
| Admin fee / account holder | $60,001 | $2,852+2004.1% | $2,491+2308.9% | $12,624+375.3% |