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 | $414,724 | $171,865+141.3% | $149,718+177.0% | $147,584+181.0% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 18.27% | 2113.22%-2094.9pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $11,038 | $6,275+75.9% | $5,445+102.7% | $4,876+126.4% |
| Participant deferral / active EE | $14,989 | $7,271+106.2% | $6,569+128.2% | $5,439+175.6% |
| Admin fee / account holder | $1,734 | $13,799-87.4% | $11,283-84.6% | $10,885-84.1% |