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 | $378,278 | $171,865+120.1% | $149,718+152.7% | $147,584+156.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 57.11% | 2113.22%-2056.1pp | 1501.63%-1444.5pp | 578.55%-521.4pp |
| Employer contribution / active EE | $7,029 | $6,275+12.0% | $5,445+29.1% | $4,876+44.1% |
| Participant deferral / active EE | $8,280 | $7,271+13.9% | $6,569+26.0% | $5,439+52.2% |
| Admin fee / account holder | $17,172 | $13,799+24.4% | $11,283+52.2% | $10,885+57.8% |