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 | $417,913 | $171,865+143.2% | $149,718+179.1% | $147,584+183.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.09% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $6,399 | $6,275+2.0% | $5,445+17.5% | $4,876+31.2% |
| Participant deferral / active EE | $3,429 | $7,271-52.8% | $6,569-47.8% | $5,439-37.0% |
| Admin fee / account holder | $1,966 | $13,799-85.8% | $11,283-82.6% | $10,885-81.9% |