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 | $281,032 | $100,852+178.7% | $90,404+210.9% | $158,922+76.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 13.22% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,544 | $3,689-31.0% | $3,262-22.0% | $4,761-46.6% |
| Participant deferral / active EE | $4,461 | $4,348+2.6% | $3,963+12.5% | $5,982-25.4% |
| Admin fee / account holder | $50,167 | $6,501+671.7% | $5,611+794.1% | $11,246+346.1% |