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 | $283,709 | $76,738+269.7% | $56,411+402.9% | $145,922+94.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.34% | 2994.23%-2986.9pp | 1701.33%-1694.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $28,924 | $1,380+1996.1% | $1,039+2684.7% | $4,660+520.7% |
| Participant deferral / active EE | $1,847 | $2,623-29.6% | $1,952-5.4% | $6,688-72.4% |
| Admin fee / account holder | $250,014 | $3,334+7399.5% | $2,829+8738.2% | $13,397+1766.2% |