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 | $274,168 | $171,865+59.5% | $149,718+83.1% | $147,584+85.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.78% | 2113.22%-2095.4pp | 1501.63%-1483.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $14,860 | $6,275+136.8% | $5,445+172.9% | $4,876+204.7% |
| Participant deferral / active EE | $13,774 | $7,271+89.4% | $6,569+109.7% | $5,439+153.3% |
| Admin fee / account holder | $11,205 | $13,799-18.8% | $11,283-0.7% | $10,885+2.9% |