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 4-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 | $770,281 | $177,572+333.8% | $154,803+397.6% | $142,382+441.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 674.47% | 65.07%+609.4pp | 58.88%+615.6pp | 217.08%+457.4pp |
| Employer contribution / active EE | $24,100 | $4,810+401.0% | $4,305+459.8% | $4,299+460.6% |
| Participant deferral / active EE | $12,700 | $6,272+102.5% | $5,540+129.2% | $6,507+95.2% |
| Admin fee / account holder | $4,753 | $16,786-71.7% | $14,329-66.8% | $12,624-62.4% |