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 | $870,585 | $167,484+419.8% | $151,611+474.2% | $134,475+547.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.18% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $14,882 | $6,829+117.9% | $6,166+141.4% | $4,740+214.0% |
| Participant deferral / active EE | $8,224 | $8,986-8.5% | $8,363-1.7% | $6,400+28.5% |
| Admin fee / account holder | $40,997 | $13,783+197.4% | $11,616+252.9% | $11,426+258.8% |