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 | $251,992 | $57,281+339.9% | $86,612+190.9% | $75,163+235.3% |
| Participation rate | 95.2% | 63.2%+32.0pp | 71.7%+23.5pp | 67.2%+28.0pp |
| Annual return | 15.80% | 2670.75%-2654.9pp | 591.07%-575.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $11,418 | $2,314+393.3% | $3,022+277.8% | $2,670+327.7% |
| Participant deferral / active EE | $11,669 | $3,318+251.7% | $4,438+163.0% | $4,125+182.9% |
| Admin fee / account holder | $35,463 | $4,112+762.5% | $5,614+531.7% | $5,651+527.6% |