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 | $615,286 | $167,484+267.4% | $151,611+305.8% | $134,475+357.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.11% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $14,515 | $6,829+112.5% | $6,166+135.4% | $4,740+206.3% |
| Participant deferral / active EE | $7,734 | $8,986-13.9% | $8,363-7.5% | $6,400+20.8% |
| Admin fee / account holder | $18,566 | $13,783+34.7% | $11,616+59.8% | $11,426+62.5% |