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 | $947,554 | $167,484+465.8% | $151,611+525.0% | $134,475+604.6% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -15.83% | 7.80%-23.6pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $25,000 | $6,829+266.1% | $6,166+305.5% | $4,740+427.5% |
| Participant deferral / active EE | $20,358 | $8,986+126.6% | $8,363+143.4% | $6,400+218.1% |
| Admin fee / account holder | $17,612 | $13,783+27.8% | $11,616+51.6% | $11,426+54.1% |