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 | $440,952 | $167,307+163.6% | $143,757+206.7% | $134,475+227.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.19% | 0.46%-7.6pp | -0.04%-7.1pp | 417.96%-425.2pp |
| Employer contribution / active EE | $40,789 | $5,619+625.9% | $4,951+723.9% | $4,740+760.6% |
| Participant deferral / active EE | $24,635 | $6,446+282.2% | $5,637+337.0% | $6,400+284.9% |
| Admin fee / account holder | $243,030 | $18,088+1243.6% | $14,673+1556.3% | $11,426+2027.0% |