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 | $289,541 | $99,020+192.4% | $86,590+234.4% | $147,584+96.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.40% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,519 | $3,132+12.4% | $2,839+23.9% | $4,876-27.8% |
| Participant deferral / active EE | $6,732 | $3,972+69.5% | $3,609+86.6% | $5,439+23.8% |
| Admin fee / account holder | $52,308 | $5,710+816.0% | $4,906+966.3% | $10,885+380.5% |