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 | $327,169 | $169,032+93.6% | $129,207+153.2% | $145,922+124.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.09% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $10,819 | $5,537+95.4% | $4,153+160.5% | $4,660+132.2% |
| Participant deferral / active EE | $21,383 | $4,987+328.7% | $4,168+413.1% | $6,688+219.7% |
| Admin fee / account holder | $2,355 | $9,954-76.3% | $7,715-69.5% | $13,397-82.4% |