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 | $473,141 | $77,813+508.0% | $123,544+283.0% | $64,186+637.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.12% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,949 | $3,014+31.0% | $4,628-14.7% | $2,381+65.9% |
| Participant deferral / active EE | $10,490 | $5,240+100.2% | $6,426+63.2% | $3,470+202.3% |
| Admin fee / account holder | $9,681 | $5,519+75.4% | $9,284+4.3% | $4,888+98.1% |