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 | $444,594 | $171,865+158.7% | $149,718+197.0% | $147,584+201.2% |
| Participation rate | 78.3% | 88.2%-9.9pp | 87.1%-8.8pp | 82.8%-4.6pp |
| Annual return | 16.98% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $15,609 | $6,275+148.7% | $5,445+186.7% | $4,876+220.1% |
| Participant deferral / active EE | $12,913 | $7,271+77.6% | $6,569+96.6% | $5,439+137.4% |
| Admin fee / account holder | $26,565 | $13,799+92.5% | $11,283+135.4% | $10,885+144.0% |