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 | $546,025 | $171,865+217.7% | $149,718+264.7% | $147,584+270.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.25% | 2113.22%-2090.0pp | 1501.63%-1478.4pp | 578.55%-555.3pp |
| Employer contribution / active EE | $34,915 | $6,275+456.4% | $5,445+541.3% | $4,876+616.0% |
| Participant deferral / active EE | $22,306 | $7,271+206.8% | $6,569+239.6% | $5,439+310.1% |
| Admin fee / account holder | $7,156 | $13,799-48.1% | $11,283-36.6% | $10,885-34.3% |