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 | $265,756 | $99,020+168.4% | $86,590+206.9% | $147,584+80.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.45% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $9,176 | $3,132+193.0% | $2,839+223.2% | $4,876+88.2% |
| Participant deferral / active EE | $14,784 | $3,972+272.2% | $3,609+309.7% | $5,439+171.8% |
| Admin fee / account holder | $116,405 | $5,710+1938.5% | $4,906+2272.9% | $10,885+969.4% |