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 | $579,456 | $167,484+246.0% | $151,611+282.2% | $134,475+330.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.75% | 7.80%-26.5pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $25,158 | $6,829+268.4% | $6,166+308.0% | $4,740+430.8% |
| Participant deferral / active EE | $16,624 | $8,986+85.0% | $8,363+98.8% | $6,400+159.8% |
| Admin fee / account holder | $24,426 | $13,783+77.2% | $11,616+110.3% | $11,426+113.8% |