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 | $641,406 | $171,865+273.2% | $149,718+328.4% | $147,584+334.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.58% | 2113.22%-2102.6pp | 1501.63%-1491.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $23,756 | $6,275+278.6% | $5,445+336.3% | $4,876+387.2% |
| Participant deferral / active EE | $11,441 | $7,271+57.4% | $6,569+74.2% | $5,439+110.4% |
| Admin fee / account holder | $19,143 | $13,799+38.7% | $11,283+69.7% | $10,885+75.9% |