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 | $886,772 | $140,588+530.8% | $123,104+620.3% | $125,391+607.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.29% | 16.80%-18.1pp | 13.22%-14.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $13,127 | $6,041+117.3% | $5,151+154.8% | $4,866+169.8% |
| Participant deferral / active EE | $8,391 | $6,980+20.2% | $6,230+34.7% | $5,352+56.8% |
| Admin fee / account holder | $331 | $11,198-97.0% | $9,015-96.3% | $9,540-96.5% |