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 | $253,930 | $109,817+131.2% | $98,442+157.9% | $167,490+51.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.86% | 1956.69%-1941.8pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $14,978 | $3,224+364.6% | $2,960+406.0% | $4,837+209.6% |
| Participant deferral / active EE | $5,850 | $4,673+25.2% | $4,276+36.8% | $6,341-7.7% |
| Admin fee / account holder | $1,501 | $6,753-77.8% | $5,949-74.8% | $12,309-87.8% |