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 | $459,787 | $150,440+205.6% | $136,294+237.4% | $147,584+211.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.84% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $13,928 | $5,256+165.0% | $4,695+196.6% | $4,876+185.6% |
| Participant deferral / active EE | $11,576 | $6,630+74.6% | $6,247+85.3% | $5,439+112.9% |
| Admin fee / account holder | $17,213 | $10,905+57.8% | $9,243+86.2% | $10,885+58.1% |