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 | $279,409 | $70,756+294.9% | $65,493+326.6% | $142,382+96.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.72% | 1754.89%-1741.2pp | 982.45%-968.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $13,622 | $2,881+372.9% | $2,574+429.2% | $4,299+216.9% |
| Participant deferral / active EE | $6,368 | $4,637+37.3% | $3,961+60.8% | $6,507-2.1% |
| Admin fee / account holder | $852 | $6,559-87.0% | $5,028-83.0% | $12,624-93.2% |