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 | $251,393 | $171,865+46.3% | $149,718+67.9% | $147,584+70.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.29% | 2113.22%-2089.9pp | 1501.63%-1478.3pp | 578.55%-555.3pp |
| Employer contribution / active EE | $41,416 | $6,275+560.0% | $5,445+660.6% | $4,876+749.3% |
| Participant deferral / active EE | $42,000 | $7,271+477.7% | $6,569+539.4% | $5,439+672.2% |
| Admin fee / account holder | $20,224 | $13,799+46.6% | $11,283+79.2% | $10,885+85.8% |