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 | $503,309 | $70,587+613.0% | $124,672+303.7% | $85,850+486.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 28.13% | 20688.83%-20660.7pp | 5142.93%-5114.8pp | 318.53%-290.4pp |
| Employer contribution / active EE | $9,847 | $1,913+414.6% | $3,324+196.3% | $2,565+283.9% |
| Participant deferral / active EE | $11,781 | $2,969+296.9% | $4,614+155.3% | $3,952+198.1% |
| Admin fee / account holder | $5,593 | $5,282+5.9% | $7,493-25.4% | $6,260-10.6% |