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 | $562,767 | $94,529+495.3% | $140,016+301.9% | $64,186+776.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.83% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.5pp |
| Employer contribution / active EE | $30,345 | $3,812+695.9% | $5,606+441.3% | $2,381+1174.6% |
| Participant deferral / active EE | $14,270 | $5,250+171.8% | $6,927+106.0% | $3,470+311.3% |
| Admin fee / account holder | $19,494 | $6,741+189.2% | $10,705+82.1% | $4,888+298.8% |