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 | $682,080 | $102,604+564.8% | $86,188+691.4% | $139,434+389.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.73% | 1922.51%-1912.8pp | 1168.45%-1158.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $22,500 | $3,032+642.0% | $2,380+845.3% | $4,751+373.6% |
| Participant deferral / active EE | $11,954 | $4,676+155.7% | $3,985+199.9% | $6,710+78.1% |
| Admin fee / account holder | $12,473 | $8,657+44.1% | $6,852+82.0% | $11,403+9.4% |