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 6-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 | $284,576 | $100,852+182.2% | $90,404+214.8% | $158,922+79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.06% | 1724.20%-1700.1pp | 1293.02%-1269.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $27,288 | $3,689+639.8% | $3,262+736.6% | $4,761+473.1% |
| Participant deferral / active EE | $19,016 | $4,348+337.4% | $3,963+379.8% | $5,982+217.9% |
| Admin fee / account holder | $394 | $6,501-93.9% | $5,611-93.0% | $11,246-96.5% |