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 | $399,247 | $109,817+263.6% | $98,442+305.6% | $167,490+138.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.31% | 1956.69%-1939.4pp | 1492.73%-1475.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $11,640 | $3,224+261.0% | $2,960+293.3% | $4,837+140.6% |
| Participant deferral / active EE | $20,294 | $4,673+334.3% | $4,276+374.6% | $6,341+220.0% |
| Admin fee / account holder | $146,271 | $6,753+2066.1% | $5,949+2358.7% | $12,309+1088.3% |