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 | $715,176 | $167,307+327.5% | $143,757+397.5% | $134,475+431.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.09% | 0.46%-11.6pp | -0.04%-11.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $40,500 | $5,619+620.8% | $4,951+718.0% | $4,740+754.5% |
| Participant deferral / active EE | $24,400 | $6,446+278.5% | $5,637+332.9% | $6,400+281.3% |
| Admin fee / account holder | $609 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |