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 | $446,009 | $109,817+306.1% | $98,442+353.1% | $167,490+166.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.42% | 1956.69%-1942.3pp | 1492.73%-1478.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $16,853 | $3,224+422.8% | $2,960+469.4% | $4,837+248.4% |
| Participant deferral / active EE | $14,237 | $4,673+204.7% | $4,276+232.9% | $6,341+124.5% |
| Admin fee / account holder | $214,206 | $6,753+3072.2% | $5,949+3500.6% | $12,309+1640.2% |