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 | $269,676 | $70,756+281.1% | $65,493+311.8% | $142,382+89.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.39% | 1754.89%-1743.5pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $7,522 | $2,881+161.1% | $2,574+192.2% | $4,299+75.0% |
| Participant deferral / active EE | $9,460 | $4,637+104.0% | $3,961+138.8% | $6,507+45.4% |
| Admin fee / account holder | $10,521 | $6,559+60.4% | $5,028+109.2% | $12,624-16.7% |