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 | $271,308 | $150,440+80.3% | $136,294+99.1% | $147,584+83.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.30% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $4,214 | $5,256-19.8% | $4,695-10.3% | $4,876-13.6% |
| Participant deferral / active EE | $5,829 | $6,630-12.1% | $6,247-6.7% | $5,439+7.2% |
| Admin fee / account holder | $6,075 | $10,905-44.3% | $9,243-34.3% | $10,885-44.2% |