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 | $290,970 | $171,865+69.3% | $149,718+94.3% | $147,584+97.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.91% | 2113.22%-2103.3pp | 1501.63%-1491.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $8,963 | $6,275+42.8% | $5,445+64.6% | $4,876+83.8% |
| Participant deferral / active EE | $15,600 | $7,271+114.6% | $6,569+137.5% | $5,439+186.8% |
| Admin fee / account holder | $12,789 | $13,799-7.3% | $11,283+13.3% | $10,885+17.5% |