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 | $253,677 | $99,020+156.2% | $86,590+193.0% | $147,584+71.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.42% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $7,045 | $3,132+124.9% | $2,839+148.1% | $4,876+44.5% |
| Participant deferral / active EE | $12,235 | $3,972+208.0% | $3,609+239.1% | $5,439+125.0% |
| Admin fee / account holder | $3,128 | $5,710-45.2% | $4,906-36.2% | $10,885-71.3% |