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 | $279,499 | $88,751+214.9% | $81,812+241.6% | $145,922+91.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 17.35% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $10,280 | $3,083+233.4% | $2,912+253.0% | $4,660+120.6% |
| Participant deferral / active EE | $14,597 | $4,643+214.4% | $4,319+238.0% | $6,688+118.3% |
| Admin fee / account holder | $1,001 | $8,415-88.1% | $7,386-86.4% | $13,397-92.5% |