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 | $272,675 | $99,020+175.4% | $86,590+214.9% | $147,584+84.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.43% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $8,187 | $3,132+161.4% | $2,839+188.3% | $4,876+67.9% |
| Participant deferral / active EE | $8,758 | $3,972+120.5% | $3,609+142.7% | $5,439+61.0% |
| Admin fee / account holder | $10,347 | $5,710+81.2% | $4,906+110.9% | $10,885-4.9% |