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 | $883,310 | $95,862+821.4% | $79,550+1010.4% | $134,475+556.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.67% | -2.69%-1.0pp | 0.16%-3.8pp | 417.96%-421.6pp |
| Employer contribution / active EE | $20,000 | $3,128+539.4% | $2,413+728.8% | $4,740+322.0% |
| Participant deferral / active EE | $27,000 | $4,693+475.3% | $3,985+577.5% | $6,400+321.9% |
| Admin fee / account holder | $16,857 | $9,126+84.7% | $6,832+146.7% | $11,426+47.5% |