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 | $279,217 | $100,852+176.9% | $90,404+208.9% | $158,922+75.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.91% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $14,569 | $3,689+295.0% | $3,262+346.6% | $4,761+206.0% |
| Participant deferral / active EE | $22,182 | $4,348+410.2% | $3,963+459.7% | $5,982+270.8% |
| Admin fee / account holder | $3,333 | $6,501-48.7% | $5,611-40.6% | $11,246-70.4% |