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 | $267,086 | $100,852+164.8% | $90,404+195.4% | $158,922+68.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.85% | 1724.20%-1701.4pp | 1293.02%-1270.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $17,750 | $3,689+381.2% | $3,262+444.2% | $4,761+272.8% |
| Participant deferral / active EE | $11,350 | $4,348+161.1% | $3,963+186.4% | $5,982+89.7% |
| Admin fee / account holder | $993 | $6,501-84.7% | $5,611-82.3% | $11,246-91.2% |