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 6-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 | $1,720,699 | $159,901+976.1% | $146,958+1070.9% | $145,922+1079.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 228.74% | 98.13%+130.6pp | 418.34%-189.6pp | 561.29%-332.5pp |
| Employer contribution / active EE | $6,736 | $5,286+27.4% | $4,933+36.5% | $4,660+44.6% |
| Participant deferral / active EE | $12,597 | $8,428+49.5% | $8,070+56.1% | $6,688+88.4% |
| Admin fee / account holder | $410,628 | $15,044+2629.5% | $12,998+3059.1% | $13,397+2965.1% |