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 | $425,299 | $150,440+182.7% | $136,294+212.0% | $147,584+188.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.97% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $16,862 | $5,256+220.8% | $4,695+259.1% | $4,876+245.8% |
| Participant deferral / active EE | $14,080 | $6,630+112.3% | $6,247+125.4% | $5,439+158.9% |
| Admin fee / account holder | $2,204 | $10,905-79.8% | $9,243-76.2% | $10,885-79.8% |