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 | $275,356 | $124,185+121.7% | $108,410+154.0% | $167,490+64.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 24.47% | 1379.64%-1355.2pp | 905.27%-880.8pp | 478.56%-454.1pp |
| Employer contribution / active EE | $1,743 | $4,187-58.4% | $3,558-51.0% | $4,837-64.0% |
| Participant deferral / active EE | $4,492 | $6,908-35.0% | $6,563-31.6% | $6,341-29.2% |
| Admin fee / account holder | $13,668 | $9,455+44.6% | $7,295+87.4% | $12,309+11.0% |