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 | $503,568 | $171,865+193.0% | $149,718+236.3% | $147,584+241.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.12% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $18,624 | $6,275+196.8% | $5,445+242.0% | $4,876+281.9% |
| Participant deferral / active EE | $10,400 | $7,271+43.0% | $6,569+58.3% | $5,439+91.2% |
| Admin fee / account holder | $187,857 | $13,799+1261.3% | $11,283+1565.0% | $10,885+1625.8% |