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 | $274,804 | $171,865+59.9% | $149,718+83.5% | $147,584+86.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.62% | 2113.22%-2092.6pp | 1501.63%-1481.0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $16,833 | $6,275+168.2% | $5,445+209.1% | $4,876+245.2% |
| Participant deferral / active EE | $17,610 | $7,271+142.2% | $6,569+168.1% | $5,439+223.8% |
| Admin fee / account holder | $5,261 | $13,799-61.9% | $11,283-53.4% | $10,885-51.7% |