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 | $327,435 | $109,817+198.2% | $98,442+232.6% | $167,490+95.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.87% | 1956.69%-1939.8pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $11,765 | $3,224+264.9% | $2,960+297.5% | $4,837+143.2% |
| Participant deferral / active EE | $11,066 | $4,673+136.8% | $4,276+158.8% | $6,341+74.5% |
| Admin fee / account holder | $72,189 | $6,753+969.1% | $5,949+1113.4% | $12,309+486.5% |