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 | $456,469 | $176,662+158.4% | $130,648+249.4% | $152,861+198.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.87% | 2692.24%-2670.4pp | 1708.96%-1687.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $13,855 | $5,742+141.3% | $4,092+238.6% | $4,762+190.9% |
| Participant deferral / active EE | $4,734 | $4,361+8.5% | $3,603+31.4% | $5,850-19.1% |
| Admin fee / account holder | $2,755 | $7,133-61.4% | $5,464-49.6% | $11,596-76.2% |