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 | $340,608 | $171,865+98.2% | $149,718+127.5% | $147,584+130.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.07% | 2113.22%-2098.1pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $13,217 | $6,275+110.6% | $5,445+142.8% | $4,876+171.1% |
| Participant deferral / active EE | $8,692 | $7,271+19.6% | $6,569+32.3% | $5,439+59.8% |
| Admin fee / account holder | $5,321 | $13,799-61.4% | $11,283-52.8% | $10,885-51.1% |