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 | $306,601 | $109,817+179.2% | $98,442+211.5% | $167,490+83.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.32% | 1956.69%-1939.4pp | 1492.73%-1475.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $10,148 | $3,224+214.8% | $2,960+242.8% | $4,837+109.8% |
| Participant deferral / active EE | $4,151 | $4,673-11.2% | $4,276-2.9% | $6,341-34.5% |
| Admin fee / account holder | $5,463 | $6,753-19.1% | $5,949-8.2% | $12,309-55.6% |