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 | $318,345 | $171,865+85.2% | $149,718+112.6% | $147,584+115.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.84% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $10,386 | $6,275+65.5% | $5,445+90.8% | $4,876+113.0% |
| Participant deferral / active EE | $9,732 | $7,271+33.9% | $6,569+48.2% | $5,439+78.9% |
| Admin fee / account holder | $17,157 | $13,799+24.3% | $11,283+52.1% | $10,885+57.6% |