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 3-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 | $523,197 | $210,408+148.7% | $153,485+240.9% | $145,922+258.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 369.66% | 13.37%+356.3pp | 15.65%+354.0pp | 561.29%-191.6pp |
| Employer contribution / active EE | $30,000 | $6,048+396.1% | $5,039+495.4% | $4,660+543.8% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,757-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,196 | $19,419-68.1% | $12,724-51.3% | $13,397-53.8% |