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 | $611,905 | $150,440+306.7% | $136,294+349.0% | $147,584+314.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.03% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $22,852 | $5,256+334.8% | $4,695+386.7% | $4,876+368.6% |
| Participant deferral / active EE | $15,613 | $6,630+135.5% | $6,247+149.9% | $5,439+187.1% |
| Admin fee / account holder | $2,560 | $10,905-76.5% | $9,243-72.3% | $10,885-76.5% |