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 | $302,116 | $109,817+175.1% | $98,442+206.9% | $167,490+80.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.11% | 1956.69%-1945.6pp | 1492.73%-1481.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,644 | $3,224+44.0% | $2,960+56.9% | $4,837-4.0% |
| Participant deferral / active EE | $6,261 | $4,673+34.0% | $4,276+46.4% | $6,341-1.3% |
| Admin fee / account holder | $5,235 | $6,753-22.5% | $5,949-12.0% | $12,309-57.5% |