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 8-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 | $311,654 | $150,440+107.2% | $136,294+128.7% | $147,584+111.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.99% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $11,703 | $5,256+122.6% | $4,695+149.2% | $4,876+140.0% |
| Participant deferral / active EE | $13,970 | $6,630+110.7% | $6,247+123.6% | $5,439+156.9% |
| Admin fee / account holder | $1,390 | $10,905-87.3% | $9,243-85.0% | $10,885-87.2% |