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 | $726,288 | $167,307+334.1% | $143,757+405.2% | $134,475+440.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $21,443 | $5,619+281.6% | $4,951+333.1% | $4,740+352.4% |
| Participant deferral / active EE | $13,650 | $6,446+111.8% | $5,637+142.1% | $6,400+113.3% |
| Admin fee / account holder | $6,484 | $18,088-64.2% | $14,673-55.8% | $11,426-43.2% |