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 | $389,122 | $70,756+450.0% | $65,493+494.1% | $142,382+173.3% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 11.62% | 1754.89%-1743.3pp | 982.45%-970.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,688 | $2,881-6.7% | $2,574+4.4% | $4,299-37.5% |
| Participant deferral / active EE | $11,511 | $4,637+148.2% | $3,961+190.6% | $6,507+76.9% |
| Admin fee / account holder | $36,180 | $6,559+451.6% | $5,028+619.5% | $12,624+186.6% |