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 | $384,271 | $150,440+155.4% | $136,294+181.9% | $147,584+160.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.39% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $19,070 | $5,256+262.8% | $4,695+306.1% | $4,876+291.1% |
| Participant deferral / active EE | $8,165 | $6,630+23.1% | $6,247+30.7% | $5,439+50.1% |
| Admin fee / account holder | $3,864 | $10,905-64.6% | $9,243-58.2% | $10,885-64.5% |