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 | $255,868 | $171,865+48.9% | $149,718+70.9% | $147,584+73.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.93% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $4,909 | $6,275-21.8% | $5,445-9.8% | $4,876+0.7% |
| Participant deferral / active EE | $15,192 | $7,271+108.9% | $6,569+131.3% | $5,439+179.3% |
| Admin fee / account holder | $20,439 | $13,799+48.1% | $11,283+81.2% | $10,885+87.8% |