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 | $253,814 | $100,852+151.7% | $90,404+180.8% | $158,922+59.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.90% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $9,887 | $3,689+168.0% | $3,262+203.1% | $4,761+107.7% |
| Participant deferral / active EE | $3,896 | $4,348-10.4% | $3,963-1.7% | $5,982-34.9% |
| Admin fee / account holder | $3,893 | $6,501-40.1% | $5,611-30.6% | $11,246-65.4% |