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 | $287,878 | $109,817+162.1% | $98,442+192.4% | $167,490+71.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.78% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $6,724 | $3,224+108.6% | $2,960+127.2% | $4,837+39.0% |
| Participant deferral / active EE | $5,012 | $4,673+7.3% | $4,276+17.2% | $6,341-21.0% |
| Admin fee / account holder | $1,785 | $6,753-73.6% | $5,949-70.0% | $12,309-85.5% |