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 | $931,554 | $167,484+456.2% | $151,611+514.4% | $134,475+592.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.66% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $10,839 | $6,829+58.7% | $6,166+75.8% | $4,740+128.7% |
| Participant deferral / active EE | $18,905 | $8,986+110.4% | $8,363+126.0% | $6,400+195.4% |
| Admin fee / account holder | $1,645 | $13,783-88.1% | $11,616-85.8% | $11,426-85.6% |