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 | $425,074 | $176,662+140.6% | $130,648+225.4% | $152,861+178.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.26% | 2692.24%-2671.0pp | 1708.96%-1687.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $19,455 | $5,742+238.8% | $4,092+375.5% | $4,762+308.5% |
| Participant deferral / active EE | $6,289 | $4,361+44.2% | $3,603+74.6% | $5,850+7.5% |
| Admin fee / account holder | $5,875 | $7,133-17.6% | $5,464+7.5% | $11,596-49.3% |