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 | $588,199 | $167,484+251.2% | $151,611+288.0% | $134,475+337.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.33% | 7.80%-23.1pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $13,171 | $6,829+92.9% | $6,166+113.6% | $4,740+177.9% |
| Participant deferral / active EE | $19,250 | $8,986+114.2% | $8,363+130.2% | $6,400+200.8% |
| Admin fee / account holder | $183,750 | $13,783+1233.2% | $11,616+1481.9% | $11,426+1508.2% |