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 | $259,111 | $74,888+246.0% | $71,209+263.9% | $142,382+82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.30% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,643 | $2,854+167.8% | $2,721+180.9% | $4,299+77.8% |
| Participant deferral / active EE | $16,424 | $4,454+268.7% | $4,175+293.4% | $6,507+152.4% |
| Admin fee / account holder | $25,343 | $5,568+355.1% | $5,349+373.8% | $12,624+100.8% |