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 | $646,495 | $167,484+286.0% | $151,611+326.4% | $134,475+380.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.66% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $15,780 | $6,829+131.1% | $6,166+155.9% | $4,740+232.9% |
| Participant deferral / active EE | $45,364 | $8,986+404.8% | $8,363+442.4% | $6,400+608.8% |
| Admin fee / account holder | $597,504 | $13,783+4235.1% | $11,616+5043.8% | $11,426+5129.4% |