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 | $499,234 | $171,865+190.5% | $149,718+233.4% | $147,584+238.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.18% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $11,123 | $6,275+77.3% | $5,445+104.3% | $4,876+128.1% |
| Participant deferral / active EE | $7,067 | $7,271-2.8% | $6,569+7.6% | $5,439+29.9% |
| Admin fee / account holder | $4,749 | $13,799-65.6% | $11,283-57.9% | $10,885-56.4% |