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 | $467,587 | $171,865+172.1% | $149,718+212.3% | $147,584+216.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.98% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,591 | $6,275-42.8% | $5,445-34.0% | $4,876-26.3% |
| Participant deferral / active EE | $5,327 | $7,271-26.7% | $6,569-18.9% | $5,439-2.0% |
| Admin fee / account holder | $9,207 | $13,799-33.3% | $11,283-18.4% | $10,885-15.4% |