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 | $910,743 | $167,307+444.4% | $143,757+533.5% | $134,475+577.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.91% | 0.46%-5.4pp | -0.04%-4.9pp | 417.96%-422.9pp |
| Employer contribution / active EE | $33,879 | $5,619+502.9% | $4,951+584.3% | $4,740+614.8% |
| Participant deferral / active EE | $18,625 | $6,446+188.9% | $5,637+230.4% | $6,400+191.0% |
| Admin fee / account holder | $81,734 | $18,088+351.9% | $14,673+457.0% | $11,426+615.3% |