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 | $254,127 | $109,817+131.4% | $98,442+158.2% | $167,490+51.7% |
| Participation rate | 95.7% | 75.8%+19.8pp | 73.3%+22.3pp | 82.1%+13.5pp |
| Annual return | 11.08% | 1956.69%-1945.6pp | 1492.73%-1481.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $8,425 | $3,224+161.3% | $2,960+184.6% | $4,837+74.2% |
| Participant deferral / active EE | $8,961 | $4,673+91.8% | $4,276+109.6% | $6,341+41.3% |
| Admin fee / account holder | $20,917 | $6,753+209.8% | $5,949+251.6% | $12,309+69.9% |