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 | $409,427 | $133,958+205.6% | $112,228+264.8% | $134,475+204.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.80% | 47.11%-43.3pp | 27.45%-23.7pp | 417.96%-414.2pp |
| Employer contribution / active EE | $12,500 | $4,038+209.6% | $3,635+243.9% | $4,740+163.7% |
| Participant deferral / active EE | $4,044 | $5,291-23.6% | $4,728-14.5% | $6,400-36.8% |
| Admin fee / account holder | $2,500 | $7,489-66.6% | $6,410-61.0% | $11,426-78.1% |