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 | $640,520 | $171,865+272.7% | $149,718+327.8% | $147,584+334.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.27% | 2113.22%-2092.9pp | 1501.63%-1481.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,484 | $6,275-44.5% | $5,445-36.0% | $4,876-28.6% |
| Participant deferral / active EE | $17,744 | $7,271+144.0% | $6,569+170.1% | $5,439+226.2% |
| Admin fee / account holder | $37,492 | $13,799+171.7% | $11,283+232.3% | $10,885+244.4% |