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 | $315,220 | $171,865+83.4% | $149,718+110.5% | $147,584+113.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.74% | 2113.22%-2103.5pp | 1501.63%-1491.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $22,422 | $6,275+257.3% | $5,445+311.8% | $4,876+359.8% |
| Participant deferral / active EE | $6,789 | $7,271-6.6% | $6,569+3.4% | $5,439+24.8% |
| Admin fee / account holder | $108,112 | $13,799+683.4% | $11,283+858.2% | $10,885+893.2% |