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 | $570,497 | $171,865+231.9% | $149,718+281.0% | $147,584+286.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.52% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $55,478 | $6,275+784.1% | $5,445+918.9% | $4,876+1037.7% |
| Participant deferral / active EE | $17,697 | $7,271+143.4% | $6,569+169.4% | $5,439+225.4% |
| Admin fee / account holder | $2,604 | $13,799-81.1% | $11,283-76.9% | $10,885-76.1% |