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 | $497,614 | $118,450+320.1% | $98,439+405.5% | $139,434+256.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,743 | $3,609-51.7% | $3,048-42.8% | $4,751-63.3% |
| Participant deferral / active EE | $8,488 | $5,392+57.4% | $4,738+79.2% | $6,710+26.5% |
| Admin fee / account holder | $17,481 | $14,026+24.6% | $8,948+95.4% | $11,403+53.3% |