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 | $452,722 | $108,919+315.6% | $100,391+351.0% | $145,922+210.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 57.88%-45.1pp | 49.20%-36.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,200 | $4,419-72.8% | $3,942-69.6% | $4,660-74.2% |
| Participant deferral / active EE | $17,426 | $8,445+106.4% | $8,082+115.6% | $6,688+160.6% |
| Admin fee / account holder | $111,765 | $9,689+1053.6% | $7,899+1314.9% | $13,397+734.3% |