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 | $273,482 | $171,865+59.1% | $149,718+82.7% | $147,584+85.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.54% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $8,907 | $6,275+41.9% | $5,445+63.6% | $4,876+82.7% |
| Participant deferral / active EE | $15,270 | $7,271+110.0% | $6,569+132.5% | $5,439+180.8% |
| Admin fee / account holder | $17,546 | $13,799+27.2% | $11,283+55.5% | $10,885+61.2% |