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 | $280,767 | $70,756+296.8% | $65,493+328.7% | $142,382+97.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.25% | 1754.89%-1739.6pp | 982.45%-967.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $258 | $2,881-91.0% | $2,574-90.0% | $4,299-94.0% |
| Participant deferral / active EE | $1,978 | $4,637-57.4% | $3,961-50.1% | $6,507-69.6% |
| Admin fee / account holder | $2,909 | $6,559-55.6% | $5,028-42.1% | $12,624-77.0% |