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 | $472,706 | $155,788+203.4% | $124,672+279.2% | $167,490+182.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.88% | 17.97%-3.1pp | 5142.93%-5128.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $12,038 | $4,163+189.2% | $3,324+262.2% | $4,837+148.9% |
| Participant deferral / active EE | $10,758 | $5,673+89.6% | $4,614+133.1% | $6,341+69.6% |
| Admin fee / account holder | $10,589 | $9,531+11.1% | $7,493+41.3% | $12,309-14.0% |