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 | $269,830 | $109,817+145.7% | $98,442+174.1% | $167,490+61.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 32.87% | 1956.69%-1923.8pp | 1492.73%-1459.9pp | 478.56%-445.7pp |
| Employer contribution / active EE | $21,294 | $3,224+560.5% | $2,960+619.4% | $4,837+340.2% |
| Participant deferral / active EE | $12,145 | $4,673+159.9% | $4,276+184.0% | $6,341+91.5% |
| Admin fee / account holder | $48,034 | $6,753+611.3% | $5,949+707.4% | $12,309+290.2% |