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 | $296,252 | $171,865+72.4% | $149,718+97.9% | $147,584+100.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.86% | 2113.22%-2090.4pp | 1501.63%-1478.8pp | 578.55%-555.7pp |
| Employer contribution / active EE | $15,873 | $6,275+152.9% | $5,445+191.5% | $4,876+225.5% |
| Participant deferral / active EE | $9,125 | $7,271+25.5% | $6,569+38.9% | $5,439+67.8% |
| Admin fee / account holder | $183,237 | $13,799+1227.9% | $11,283+1524.0% | $10,885+1583.3% |