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 | $268,560 | $109,817+144.6% | $98,442+172.8% | $167,490+60.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 14.23% | 1956.69%-1942.5pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,703 | $3,224-47.2% | $2,960-42.5% | $4,837-64.8% |
| Participant deferral / active EE | $8,602 | $4,673+84.1% | $4,276+101.2% | $6,341+35.6% |
| Admin fee / account holder | $72,050 | $6,753+967.0% | $5,949+1111.1% | $12,309+485.3% |