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 | $400,801 | $76,738+422.3% | $56,411+610.5% | $145,922+174.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.31% | 2994.23%-2988.9pp | 1701.33%-1696.0pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,989 | $1,380+44.1% | $1,039+91.4% | $4,660-57.3% |
| Participant deferral / active EE | $3,243 | $2,623+23.6% | $1,952+66.1% | $6,688-51.5% |
| Admin fee / account holder | $7,627 | $3,334+128.8% | $2,829+169.6% | $13,397-43.1% |