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 | $472,745 | $100,773+369.1% | $88,946+431.5% | $142,382+232.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.15% | 70.18%-55.0pp | 57.82%-42.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,804 | $2,918-38.2% | $2,555-29.4% | $4,299-58.0% |
| Participant deferral / active EE | $1,804 | $5,230-65.5% | $4,581-60.6% | $6,507-72.3% |
| Admin fee / account holder | $147,230 | $9,693+1418.9% | $8,261+1682.2% | $12,624+1066.3% |