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 | $268,264 | $171,865+56.1% | $149,718+79.2% | $147,584+81.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.03% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,760 | $6,275-72.0% | $5,445-67.7% | $4,876-63.9% |
| Participant deferral / active EE | $8,604 | $7,271+18.3% | $6,569+31.0% | $5,439+58.2% |
| Admin fee / account holder | $3,808 | $13,799-72.4% | $11,283-66.2% | $10,885-65.0% |