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 | $528,541 | $167,484+215.6% | $151,611+248.6% | $134,475+293.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.86% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $18,794 | $6,829+175.2% | $6,166+204.8% | $4,740+296.5% |
| Participant deferral / active EE | $24,486 | $8,986+172.5% | $8,363+192.8% | $6,400+282.6% |
| Admin fee / account holder | $425 | $13,783-96.9% | $11,616-96.3% | $11,426-96.3% |