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 | $282,304 | $68,346+313.1% | $94,646+198.3% | $75,163+275.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.75% | 616.93%-601.2pp | 156.71%-141.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,596 | $2,701+70.2% | $3,672+25.2% | $2,670+72.2% |
| Participant deferral / active EE | $9,844 | $6,537+50.6% | $7,418+32.7% | $4,125+138.6% |
| Admin fee / account holder | $33,731 | $5,326+533.3% | $7,231+366.5% | $5,651+496.9% |