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 | $430,583 | $100,852+326.9% | $90,404+376.3% | $158,922+170.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.96% | 1724.20%-1700.2pp | 1293.02%-1269.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $6,757 | $3,689+83.2% | $3,262+107.1% | $4,761+41.9% |
| Participant deferral / active EE | $23,415 | $4,348+438.5% | $3,963+490.8% | $5,982+291.4% |
| Admin fee / account holder | $4,114 | $6,501-36.7% | $5,611-26.7% | $11,246-63.4% |