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 | $456,001 | $167,484+172.3% | $151,611+200.8% | $134,475+239.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.24% | 7.80%-22.0pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $36,068 | $6,829+428.1% | $6,166+485.0% | $4,740+661.0% |
| Participant deferral / active EE | $23,097 | $8,986+157.0% | $8,363+176.2% | $6,400+260.9% |
| Admin fee / account holder | $52,111 | $13,783+278.1% | $11,616+348.6% | $11,426+356.1% |