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 | $776,761 | $171,865+352.0% | $149,718+418.8% | $147,584+426.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.59% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $20,112 | $6,275+220.5% | $5,445+269.4% | $4,876+312.4% |
| Participant deferral / active EE | $13,485 | $7,271+85.5% | $6,569+105.3% | $5,439+147.9% |
| Admin fee / account holder | $28,872 | $13,799+109.2% | $11,283+155.9% | $10,885+165.2% |