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 9-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 | $564,992 | $73,867+664.9% | $143,757+293.0% | $68,494+724.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 2.86% | 1.01%+1.8pp | -0.04%+2.9pp | -7.84%+10.7pp |
| Employer contribution / active EE | $30,718 | $3,184+864.7% | $4,951+520.4% | $2,596+1083.1% |
| Participant deferral / active EE | $17,332 | $3,384+412.1% | $5,637+207.5% | $4,027+330.4% |
| Admin fee / account holder | $38,607 | $5,755+570.9% | $14,673+163.1% | $5,403+614.6% |