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 | $394,215 | $150,440+162.0% | $136,294+189.2% | $147,584+167.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.37% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,440 | $5,256-34.5% | $4,695-26.7% | $4,876-29.4% |
| Participant deferral / active EE | $13,630 | $6,630+105.6% | $6,247+118.2% | $5,439+150.6% |
| Admin fee / account holder | $4,599 | $10,905-57.8% | $9,243-50.2% | $10,885-57.7% |